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Disclosery

AE Wealth Management LLC: CEFZ position timeline

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

AE Wealth Management LLC held 109,203 CEFZ 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 109,203 shares
    Change vs previous 13F -3,245 shares

    <0.01% of the 13F portfolio, value $898,668.

    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 112,448 shares
    Change vs previous 13F +535 shares

    <0.01% of the 13F portfolio, value $882,480.

    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 111,913 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $916,569.

    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).