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AE Wealth Management LLC: ADP position timeline

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

AE Wealth Management LLC held 108,921 ADP 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 108,921 shares
    Change vs previous 13F +84,788 shares

    0.11% of the 13F portfolio, value $24,393,062.

    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 24,133 shares
    Change vs previous 13F +978 shares

    0.03% of the 13F portfolio, value $4,903,806.

    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 23,155 shares
    Change vs previous 13F +2,265 shares

    0.03% of the 13F portfolio, value $5,956,696.

    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 20,890 shares
    Change vs previous 13F +4,029 shares

    0.04% of the 13F portfolio, value $6,132,370.

    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 16,861 shares
    Change vs previous 13F +2,338 shares

    0.04% of the 13F portfolio, value $5,200,587.

    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 14,523 shares
    Change vs previous 13F +2,408 shares

    0.04% of the 13F portfolio, value $4,437,181.

    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 12,115 shares
    Change vs previous 13F +1,718 shares

    0.03% of the 13F portfolio, value $3,546,517.

    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 10,397 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,877,271.

    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).