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AE Wealth Management LLC: CEF position timeline

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

AE Wealth Management LLC held 105,442 CEF 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 105,442 shares
    Change vs previous 13F -12,801 shares

    0.02% of the 13F portfolio, value $4,241,932.

    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 118,243 shares
    Change vs previous 13F +8,513 shares

    0.03% of the 13F portfolio, value $5,642,556.

    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 109,730 shares
    Change vs previous 13F +24,603 shares

    0.03% of the 13F portfolio, value $5,025,634.

    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 85,127 shares
    Change vs previous 13F +2,771 shares

    0.02% of the 13F portfolio, value $3,123,310.

    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 82,356 shares
    Change vs previous 13F +1,738 shares

    0.02% of the 13F portfolio, value $2,478,916.

    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 80,618 shares
    Change vs previous 13F +4,925 shares

    0.02% of the 13F portfolio, value $2,290,357.

    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 75,693 shares
    Change vs previous 13F +10,671 shares

    0.02% of the 13F portfolio, value $1,798,466.

    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 65,022 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,592,389.

    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).