AE Wealth Management LLC: AXON position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on AXON, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 1,893 AXON shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 1,893 sharesChange vs previous 13F +65 shares
<0.01% of the 13F portfolio, value $1,061,284.
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 1,828 sharesChange vs previous 13F +168 shares
<0.01% of the 13F portfolio, value $776,372.
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 1,660 sharesChange vs previous 13F +174 shares
0.01% of the 13F portfolio, value $942,817.
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 1,486 sharesChange vs previous 13F +118 shares
0.01% of the 13F portfolio, value $1,066,478.
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 1,368 sharesChange vs previous 13F +2 shares
0.01% of the 13F portfolio, value $1,132,449.
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 1,366 sharesChange vs previous 13F +483 shares
0.01% of the 13F portfolio, value $718,448.
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 883 sharesChange vs previous 13F +167 shares
<0.01% of the 13F portfolio, value $524,784.
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 716 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $286,113.
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).