Skip to content
Disclosery

AE Wealth Management LLC: APOC position timeline

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

AE Wealth Management LLC held 2,047 APOC 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 2,047 shares
    Change vs previous 13F -132,721 shares

    <0.01% of the 13F portfolio, value $53,793.

    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 134,768 shares
    Change vs previous 13F +40,531 shares

    0.02% of the 13F portfolio, value $3,441,975.

    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 94,237 shares
    Change vs previous 13F +92,239 shares

    0.01% of the 13F portfolio, value $2,469,320.

    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 1,998 shares
    Change vs previous 13F +680 shares

    <0.01% of the 13F portfolio, value $51,788.

    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 1,318 shares
    Change vs previous 13F -19,827 shares

    <0.01% of the 13F portfolio, value $33,635.

    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 21,145 shares
    Change vs previous 13F +16,044 shares

    <0.01% of the 13F portfolio, value $530,317.

    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 5,101 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $129,897.

    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).