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AE Wealth Management LLC: ALL position timeline

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

AE Wealth Management LLC held 26,054 ALL 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 26,054 shares
    Change vs previous 13F +5,964 shares

    0.03% of the 13F portfolio, value $6,199,079.

    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 20,090 shares
    Change vs previous 13F +11,144 shares

    0.02% of the 13F portfolio, value $4,165,686.

    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 8,946 shares
    Change vs previous 13F +1,892 shares

    0.01% of the 13F portfolio, value $1,862,251.

    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 7,054 shares
    Change vs previous 13F +2,766 shares

    0.01% of the 13F portfolio, value $1,514,290.

    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 4,288 shares
    Change vs previous 13F +739 shares

    0.01% of the 13F portfolio, value $863,215.

    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 3,549 shares
    Change vs previous 13F +1,253 shares

    0.01% of the 13F portfolio, value $735,051.

    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 2,296 shares
    Change vs previous 13F -469 shares

    <0.01% of the 13F portfolio, value $442,721.

    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 2,765 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $524,363.

    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).