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Disclosery

AE Wealth Management LLC: STAG position timeline

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

AE Wealth Management LLC held 11,547 STAG 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 11,547 shares
    Change vs previous 13F +883 shares

    <0.01% of the 13F portfolio, value $439,524.

    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 10,664 shares
    Change vs previous 13F +543 shares

    <0.01% of the 13F portfolio, value $384,538.

    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 10,121 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $372,014.

    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 10,076 shares
    Change vs previous 13F +69 shares

    <0.01% of the 13F portfolio, value $355,578.

    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 10,007 shares
    Change vs previous 13F -736 shares

    <0.01% of the 13F portfolio, value $363,057.

    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 10,743 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $388,030.

    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).