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Disclosery

AE Wealth Management LLC: AAL position timeline

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

AE Wealth Management LLC held 89,091 AAL 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 89,091 shares
    Change vs previous 13F +4,303 shares

    0.01% of the 13F portfolio, value $1,609,881.

    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 84,788 shares
    Change vs previous 13F +770 shares

    <0.01% of the 13F portfolio, value $910,628.

    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 84,018 shares
    Change vs previous 13F +1,124 shares

    0.01% of the 13F portfolio, value $1,288,002.

    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 82,894 shares
    Change vs previous 13F -300 shares

    0.01% of the 13F portfolio, value $931,734.

    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 83,194 shares
    Change vs previous 13F -5,168 shares

    0.01% of the 13F portfolio, value $933,437.

    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 88,362 shares
    Change vs previous 13F +22,501 shares

    0.01% of the 13F portfolio, value $932,218.

    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 65,861 shares
    Change vs previous 13F -8,260 shares

    0.01% of the 13F portfolio, value $1,147,957.

    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 74,121 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $833,121.

    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).