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AE Wealth Management LLC: C position timeline

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

AE Wealth Management LLC held 550,024 C 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 550,024 shares
    Change vs previous 13F +4,795 shares

    0.36% of the 13F portfolio, value $76,981,761.

    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 545,229 shares
    Change vs previous 13F +257,479 shares

    0.33% of the 13F portfolio, value $61,834,416.

    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 287,750 shares
    Change vs previous 13F -39,014 shares

    0.19% of the 13F portfolio, value $33,577,748.

    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 326,764 shares
    Change vs previous 13F -11,851 shares

    0.21% of the 13F portfolio, value $33,166,657.

    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 338,615 shares
    Change vs previous 13F +16,479 shares

    0.21% of the 13F portfolio, value $28,823,100.

    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 322,136 shares
    Change vs previous 13F -755 shares

    0.19% of the 13F portfolio, value $22,868,385.

    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 322,891 shares
    Change vs previous 13F +18,502 shares

    0.19% of the 13F portfolio, value $22,728,366.

    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 304,389 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $19,054,763.

    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).