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Disclosery

AE Wealth Management LLC: APRW position timeline

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

AE Wealth Management LLC held 4,874 APRW 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 4,874 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $181,019.

    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 4,913 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $173,799.

    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 4,919 shares
    Change vs previous 13F -1,909 shares

    <0.01% of the 13F portfolio, value $171,477.

    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 6,828 shares
    Change vs previous 13F -41,259 shares

    <0.01% of the 13F portfolio, value $233,722.

    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 48,087 shares
    Change vs previous 13F -1,935 shares

    0.01% of the 13F portfolio, value $1,604,331.

    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 50,022 shares
    Change vs previous 13F +35,348 shares

    0.01% of the 13F portfolio, value $1,605,206.

    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 14,674 shares
    Change vs previous 13F -10,618 shares

    <0.01% of the 13F portfolio, value $481,747.

    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 25,292 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $815,521.

    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).