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Disclosery

AE Wealth Management LLC: AEE position timeline

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

AE Wealth Management LLC held 5,821 AEE 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 5,821 shares
    Change vs previous 13F -40 shares

    <0.01% of the 13F portfolio, value $657,982.

    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 5,861 shares
    Change vs previous 13F +1,235 shares

    <0.01% of the 13F portfolio, value $644,269.

    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 4,626 shares
    Change vs previous 13F +241 shares

    <0.01% of the 13F portfolio, value $461,922.

    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 4,385 shares
    Change vs previous 13F +874 shares

    <0.01% of the 13F portfolio, value $457,604.

    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 3,511 shares
    Change vs previous 13F +306 shares

    <0.01% of the 13F portfolio, value $337,178.

    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 3,205 shares
    Change vs previous 13F -92 shares

    <0.01% of the 13F portfolio, value $321,793.

    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 3,297 shares
    Change vs previous 13F +670 shares

    <0.01% of the 13F portfolio, value $293,854.

    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 2,627 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $229,779.

    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).