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AE Wealth Management LLC: D position timeline

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

AE Wealth Management LLC held 472,104 D 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 472,104 shares
    Change vs previous 13F -50,763 shares

    0.15% of the 13F portfolio, value $32,239,722.

    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 522,867 shares
    Change vs previous 13F +99,263 shares

    0.17% of the 13F portfolio, value $32,323,612.

    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 423,604 shares
    Change vs previous 13F +17,559 shares

    0.14% of the 13F portfolio, value $24,819,055.

    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 406,045 shares
    Change vs previous 13F +30,516 shares

    0.16% of the 13F portfolio, value $24,837,668.

    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 375,529 shares
    Change vs previous 13F +28,410 shares

    0.16% of the 13F portfolio, value $21,224,822.

    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 347,119 shares
    Change vs previous 13F +43,262 shares

    0.16% of the 13F portfolio, value $19,462,942.

    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 303,857 shares
    Change vs previous 13F +21,854 shares

    0.14% of the 13F portfolio, value $16,365,718.

    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 282,003 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $16,297,001.

    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).