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Disclosery

AE Wealth Management LLC: PGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on PGX, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 5,187 PGX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,187 shares
    Change vs previous 13F -2,513 shares

    <0.01% of the 13F portfolio, value $56,223.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,700 shares
    Change vs previous 13F -4,086 shares

    <0.01% of the 13F portfolio, value $83,774.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,786 shares
    Change vs previous 13F -598 shares

    <0.01% of the 13F portfolio, value $132,474.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,384 shares
    Change vs previous 13F -3,735 shares

    <0.01% of the 13F portfolio, value $143,653.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,119 shares
    Change vs previous 13F -64,693 shares

    <0.01% of the 13F portfolio, value $179,403.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 80,812 shares
    Change vs previous 13F -121,542 shares

    0.01% of the 13F portfolio, value $906,709.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 202,354 shares
    Change vs previous 13F -291,035 shares

    0.02% of the 13F portfolio, value $2,333,142.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 493,389 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,093,351.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).