Skip to content
Disclosery

AE Wealth Management LLC: ATR position timeline

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

AE Wealth Management LLC held 165,893 ATR 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 165,893 shares
    Change vs previous 13F +14,158 shares

    0.1% of the 13F portfolio, value $20,770,084.

    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 151,735 shares
    Change vs previous 13F -182,972 shares

    0.1% of the 13F portfolio, value $19,121,783.

    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 334,707 shares
    Change vs previous 13F +104,076 shares

    0.23% of the 13F portfolio, value $40,821,083.

    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 230,631 shares
    Change vs previous 13F +40,731 shares

    0.2% of the 13F portfolio, value $30,826,067.

    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 189,900 shares
    Change vs previous 13F +7,198 shares

    0.22% of the 13F portfolio, value $29,705,975.

    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 182,702 shares
    Change vs previous 13F +24,047 shares

    0.23% of the 13F portfolio, value $27,109,422.

    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 158,655 shares
    Change vs previous 13F +28,159 shares

    0.21% of the 13F portfolio, value $24,924,506.

    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 130,496 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $20,904,142.

    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).