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AE Wealth Management LLC: QGRO position timeline

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

AE Wealth Management LLC held 55,718 QGRO 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 55,718 shares
    Change vs previous 13F +8,281 shares

    0.03% of the 13F portfolio, value $6,577,530.

    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 47,437 shares
    Change vs previous 13F +4,505 shares

    0.03% of the 13F portfolio, value $4,982,313.

    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 42,932 shares
    Change vs previous 13F +14,897 shares

    0.03% of the 13F portfolio, value $4,916,623.

    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 28,035 shares
    Change vs previous 13F +13,386 shares

    0.02% of the 13F portfolio, value $3,207,226.

    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 14,649 shares
    Change vs previous 13F +2,550 shares

    0.01% of the 13F portfolio, value $1,598,479.

    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 12,099 shares
    Change vs previous 13F +6,759 shares

    0.01% of the 13F portfolio, value $1,133,329.

    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 5,340 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $532,364.

    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).