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AE Wealth Management LLC: ABT position timeline

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

AE Wealth Management LLC held 46,857 ABT 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 46,857 shares
    Change vs previous 13F +2,251 shares

    0.02% of the 13F portfolio, value $4,252,103.

    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 44,606 shares
    Change vs previous 13F -25,932 shares

    0.02% of the 13F portfolio, value $4,579,870.

    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 70,538 shares
    Change vs previous 13F +5,034 shares

    0.05% of the 13F portfolio, value $8,838,069.

    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 65,504 shares
    Change vs previous 13F +11,264 shares

    0.06% of the 13F portfolio, value $8,773,866.

    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 54,240 shares
    Change vs previous 13F +11,630 shares

    0.05% of the 13F portfolio, value $7,377,474.

    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 42,610 shares
    Change vs previous 13F +1,944 shares

    0.05% of the 13F portfolio, value $5,652,335.

    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 40,666 shares
    Change vs previous 13F +4,008 shares

    0.04% of the 13F portfolio, value $4,599,691.

    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 36,658 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,179,330.

    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).