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Disclosery

AE Wealth Management LLC: UTG position timeline

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

AE Wealth Management LLC held 12,641 UTG 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 12,641 shares
    Change vs previous 13F -625 shares

    <0.01% of the 13F portfolio, value $514,742.

    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 13,266 shares
    Change vs previous 13F -3,452 shares

    <0.01% of the 13F portfolio, value $521,088.

    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 16,718 shares
    Change vs previous 13F -237 shares

    <0.01% of the 13F portfolio, value $611,549.

    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 16,955 shares
    Change vs previous 13F +153 shares

    <0.01% of the 13F portfolio, value $671,767.

    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 16,802 shares
    Change vs previous 13F -389 shares

    <0.01% of the 13F portfolio, value $607,914.

    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 17,191 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $559,392.

    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 17,241 shares
    Change vs previous 13F -248 shares

    <0.01% of the 13F portfolio, value $546,353.

    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 17,489 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $573,826.

    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).