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Disclosery

AE Wealth Management LLC: SGOV position timeline

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

AE Wealth Management LLC held 1,212,408 SGOV 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 1,212,408 shares
    Change vs previous 13F +244,992 shares

    0.57% of the 13F portfolio, value $122,053,460.

    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 967,416 shares
    Change vs previous 13F +328,427 shares

    0.53% of the 13F portfolio, value $97,380,140.

    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 638,989 shares
    Change vs previous 13F +135,684 shares

    0.37% of the 13F portfolio, value $64,141,730.

    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 503,305 shares
    Change vs previous 13F +421,252 shares

    0.32% of the 13F portfolio, value $50,682,769.

    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 82,053 shares
    Change vs previous 13F -10,498 shares

    0.06% of the 13F portfolio, value $8,261,867.

    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 92,551 shares
    Change vs previous 13F -13,558 shares

    0.08% of the 13F portfolio, value $9,317,100.

    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 106,109 shares
    Change vs previous 13F -445,572 shares

    0.09% of the 13F portfolio, value $10,644,908.

    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 551,681 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $55,565,337.

    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).