AE Wealth Management LLC: APRT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on APRT, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 49 APRT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 49 sharesChange vs previous 13F -2 shares
<0.01% of the 13F portfolio, value $2,248.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 51 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $2,168.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 51 sharesChange vs previous 13F -2,524 shares
<0.01% of the 13F portfolio, value $2,123.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,575 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $104,821.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,575 sharesChange vs previous 13F -579 shares
<0.01% of the 13F portfolio, value $101,107.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,154 sharesChange vs previous 13F -653 shares
<0.01% of the 13F portfolio, value $116,950.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,807 sharesChange vs previous 13F -3,489 shares
<0.01% of the 13F portfolio, value $146,777.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,296 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $275,672.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).