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AE Wealth Management LLC: AES position timeline

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

AE Wealth Management LLC held 33,103 AES 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 33,103 shares
    Change vs previous 13F +252 shares

    <0.01% of the 13F portfolio, value $485,291.

    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 32,851 shares
    Change vs previous 13F +3,092 shares

    <0.01% of the 13F portfolio, value $462,874.

    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 29,759 shares
    Change vs previous 13F -682 shares

    <0.01% of the 13F portfolio, value $426,755.

    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 30,441 shares
    Change vs previous 13F +2,640 shares

    <0.01% of the 13F portfolio, value $400,625.

    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 27,801 shares
    Change vs previous 13F -124,323 shares

    <0.01% of the 13F portfolio, value $292,485.

    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 152,124 shares
    Change vs previous 13F +31,373 shares

    0.02% of the 13F portfolio, value $1,889,386.

    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 120,751 shares
    Change vs previous 13F +30,052 shares

    0.01% of the 13F portfolio, value $1,554,057.

    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 90,699 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,819,420.

    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).