Skip to content
Disclosery

AE Wealth Management LLC: AOCT position timeline

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

AE Wealth Management LLC held 11,607 AOCT 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 11,607 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $317,509.

    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 11,640 shares
    Change vs previous 13F -320 shares

    <0.01% of the 13F portfolio, value $307,948.

    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 11,960 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $317,774.

    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 11,960 shares
    Change vs previous 13F -97,681 shares

    <0.01% of the 13F portfolio, value $314,036.

    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 109,641 shares
    Change vs previous 13F +14,735 shares

    0.02% of the 13F portfolio, value $2,819,199.

    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 94,906 shares
    Change vs previous 13F +11,116 shares

    0.02% of the 13F portfolio, value $2,356,355.

    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 83,790 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,083,019.

    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).