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AE Wealth Management LLC: CTA position timeline

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

AE Wealth Management LLC held 1,001,267 CTA 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 1,001,267 shares
    Change vs previous 13F +62,359 shares

    0.12% of the 13F portfolio, value $25,972,876.

    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 938,908 shares
    Change vs previous 13F -38,626 shares

    0.15% of the 13F portfolio, value $28,373,800.

    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 977,534 shares
    Change vs previous 13F +87,102 shares

    0.15% of the 13F portfolio, value $26,647,566.

    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 890,432 shares
    Change vs previous 13F -308,492 shares

    0.16% of the 13F portfolio, value $24,905,381.

    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 1,198,924 shares
    Change vs previous 13F +226,842 shares

    0.23% of the 13F portfolio, value $32,059,214.

    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 972,082 shares
    Change vs previous 13F +310,814 shares

    0.24% of the 13F portfolio, value $28,773,635.

    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 661,268 shares
    Change vs previous 13F +565,325 shares

    0.16% of the 13F portfolio, value $18,442,735.

    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 95,943 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,494,533.

    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).