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AE Wealth Management LLC: ZAUG position timeline

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

AE Wealth Management LLC held 46,099 ZAUG 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 46,099 shares
    Change vs previous 13F -79,421 shares

    0.01% of the 13F portfolio, value $1,269,341.

    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 125,520 shares
    Change vs previous 13F +69,442 shares

    0.02% of the 13F portfolio, value $3,342,196.

    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 56,078 shares
    Change vs previous 13F -2,553 shares

    0.01% of the 13F portfolio, value $1,498,101.

    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 58,631 shares
    Change vs previous 13F +554 shares

    0.01% of the 13F portfolio, value $1,551,376.

    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 58,077 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,496,185.

    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 58,077 shares
    Change vs previous 13F -10,625 shares

    0.01% of the 13F portfolio, value $1,434,043.

    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 68,702 shares
    Change vs previous 13F -12,162 shares

    0.01% of the 13F portfolio, value $1,709,258.

    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 80,864 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,994,211.

    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).