Skip to content
Disclosery

AE Wealth Management LLC: AEP position timeline

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

AE Wealth Management LLC held 371,977 AEP 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 371,977 shares
    Change vs previous 13F +32,984 shares

    0.24% of the 13F portfolio, value $50,890,030.

    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 338,993 shares
    Change vs previous 13F +34,213 shares

    0.24% of the 13F portfolio, value $44,435,277.

    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 304,780 shares
    Change vs previous 13F +130,678 shares

    0.2% of the 13F portfolio, value $35,144,345.

    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 174,102 shares
    Change vs previous 13F +9,983 shares

    0.12% of the 13F portfolio, value $19,586,497.

    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 164,119 shares
    Change vs previous 13F -22,928 shares

    0.12% of the 13F portfolio, value $17,028,876.

    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 187,047 shares
    Change vs previous 13F +28,619 shares

    0.17% of the 13F portfolio, value $20,438,437.

    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 158,428 shares
    Change vs previous 13F +10,599 shares

    0.12% of the 13F portfolio, value $14,611,942.

    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 147,829 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $15,167,161.

    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).