AE Wealth Management LLC: PKG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on PKG, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 135,609 PKG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 135,609 sharesChange vs previous 13F +133,119 shares
0.15% of the 13F portfolio, value $32,312,940.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,490 sharesChange vs previous 13F +164 shares
<0.01% of the 13F portfolio, value $528,300.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,326 sharesChange vs previous 13F +637 shares
<0.01% of the 13F portfolio, value $479,797.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,689 sharesChange vs previous 13F +237 shares
<0.01% of the 13F portfolio, value $367,907.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,452 sharesChange vs previous 13F +287 shares
<0.01% of the 13F portfolio, value $273,652.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,165 sharesChange vs previous 13F -1,564 shares
<0.01% of the 13F portfolio, value $230,532.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,729 sharesChange vs previous 13F -779 shares
0.01% of the 13F portfolio, value $614,280.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,508 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $755,530.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).