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Disclosery

AE Wealth Management LLC: USIG position timeline

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

AE Wealth Management LLC held 9,244 USIG 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 9,244 shares
    Change vs previous 13F -1,342 shares

    <0.01% of the 13F portfolio, value $474,113.

    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 10,586 shares
    Change vs previous 13F -4,644 shares

    <0.01% of the 13F portfolio, value $542,333.

    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 15,230 shares
    Change vs previous 13F +3,751 shares

    <0.01% of the 13F portfolio, value $788,470.

    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 11,479 shares
    Change vs previous 13F +529 shares

    <0.01% of the 13F portfolio, value $599,410.

    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 10,950 shares
    Change vs previous 13F -733,178 shares

    <0.01% of the 13F portfolio, value $563,284.

    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 744,128 shares
    Change vs previous 13F -44,957 shares

    0.32% of the 13F portfolio, value $38,010,032.

    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 789,085 shares
    Change vs previous 13F +14,909 shares

    0.34% of the 13F portfolio, value $39,675,168.

    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 774,176 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $40,706,164.

    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).