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Disclosery

AE Wealth Management LLC: DDLS position timeline

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

AE Wealth Management LLC held 153,062 DDLS 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 153,062 shares
    Change vs previous 13F -99,251 shares

    0.03% of the 13F portfolio, value $6,742,709.

    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 252,313 shares
    Change vs previous 13F +60,493 shares

    0.06% of the 13F portfolio, value $10,965,591.

    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 191,820 shares
    Change vs previous 13F +69,997 shares

    0.05% of the 13F portfolio, value $8,244,527.

    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 121,823 shares
    Change vs previous 13F +17,267 shares

    0.03% of the 13F portfolio, value $5,109,314.

    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 104,556 shares
    Change vs previous 13F +13,806 shares

    0.03% of the 13F portfolio, value $4,129,922.

    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 90,750 shares
    Change vs previous 13F -20,015 shares

    0.03% of the 13F portfolio, value $3,208,027.

    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 110,765 shares
    Change vs previous 13F +1,684 shares

    0.03% of the 13F portfolio, value $3,874,523.

    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 109,081 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,987,965.

    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).