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AE Wealth Management LLC: APH position timeline

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

AE Wealth Management LLC held 169,985 APH 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 169,985 shares
    Change vs previous 13F +12,943 shares

    0.14% of the 13F portfolio, value $29,971,979.

    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 157,042 shares
    Change vs previous 13F +4,203 shares

    0.11% of the 13F portfolio, value $19,842,297.

    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 152,839 shares
    Change vs previous 13F +139,291 shares

    0.12% of the 13F portfolio, value $20,654,846.

    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 13,548 shares
    Change vs previous 13F +59 shares

    0.01% of the 13F portfolio, value $1,676,702.

    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 13,489 shares
    Change vs previous 13F +5,859 shares

    0.01% of the 13F portfolio, value $1,332,023.

    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 7,630 shares
    Change vs previous 13F -4,600 shares

    <0.01% of the 13F portfolio, value $500,463.

    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 12,230 shares
    Change vs previous 13F +5,919 shares

    0.01% of the 13F portfolio, value $849,331.

    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 6,311 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $411,248.

    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).