Skip to content
Disclosery

AE Wealth Management LLC: APP position timeline

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

AE Wealth Management LLC held 12,667 APP 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 12,667 shares
    Change vs previous 13F +2,045 shares

    0.03% of the 13F portfolio, value $6,526,154.

    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 10,622 shares
    Change vs previous 13F -1,446 shares

    0.02% of the 13F portfolio, value $4,227,520.

    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 12,068 shares
    Change vs previous 13F +6,241 shares

    0.05% of the 13F portfolio, value $8,131,331.

    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 5,827 shares
    Change vs previous 13F +1,097 shares

    0.03% of the 13F portfolio, value $4,186,614.

    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 4,730 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,655,753.

    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).