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AE Wealth Management LLC: A position timeline

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

AE Wealth Management LLC held 10,728 A 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 10,728 shares
    Change vs previous 13F -4,277 shares

    0.01% of the 13F portfolio, value $1,425,120.

    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 15,005 shares
    Change vs previous 13F +2,405 shares

    0.01% of the 13F portfolio, value $1,710,230.

    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 12,600 shares
    Change vs previous 13F -61,719 shares

    0.01% of the 13F portfolio, value $1,714,442.

    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 74,319 shares
    Change vs previous 13F -25,656 shares

    0.06% of the 13F portfolio, value $9,538,873.

    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 99,975 shares
    Change vs previous 13F +4,569 shares

    0.09% of the 13F portfolio, value $11,798,308.

    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 95,406 shares
    Change vs previous 13F -783 shares

    0.09% of the 13F portfolio, value $11,160,639.

    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 96,189 shares
    Change vs previous 13F +7,501 shares

    0.11% of the 13F portfolio, value $12,922,269.

    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 88,688 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $13,168,158.

    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).