Skip to content
Disclosery

AE Wealth Management LLC: RSG position timeline

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

AE Wealth Management LLC held 77,052 RSG 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 77,052 shares
    Change vs previous 13F +5,798 shares

    0.08% of the 13F portfolio, value $16,418,068.

    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 71,254 shares
    Change vs previous 13F +2,721 shares

    0.08% of the 13F portfolio, value $15,606,633.

    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 68,533 shares
    Change vs previous 13F +63,586 shares

    0.08% of the 13F portfolio, value $14,524,185.

    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 4,947 shares
    Change vs previous 13F +619 shares

    0.01% of the 13F portfolio, value $1,135,032.

    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 4,328 shares
    Change vs previous 13F +708 shares

    0.01% of the 13F portfolio, value $1,067,293.

    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 3,620 shares
    Change vs previous 13F +168 shares

    0.01% of the 13F portfolio, value $876,682.

    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 3,452 shares
    Change vs previous 13F +395 shares

    0.01% of the 13F portfolio, value $694,636.

    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 3,057 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $614,107.

    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).