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AE Wealth Management LLC: DE position timeline

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

AE Wealth Management LLC held 8,059 DE 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 8,059 shares
    Change vs previous 13F +583 shares

    0.02% of the 13F portfolio, value $5,113,172.

    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 7,476 shares
    Change vs previous 13F -712 shares

    0.02% of the 13F portfolio, value $4,212,052.

    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 8,188 shares
    Change vs previous 13F +785 shares

    0.02% of the 13F portfolio, value $3,812,889.

    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 7,403 shares
    Change vs previous 13F -439 shares

    0.02% of the 13F portfolio, value $3,386,088.

    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 7,842 shares
    Change vs previous 13F +269 shares

    0.03% of the 13F portfolio, value $3,988,783.

    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 7,573 shares
    Change vs previous 13F +2,032 shares

    0.03% of the 13F portfolio, value $3,555,184.

    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 5,541 shares
    Change vs previous 13F -1,560 shares

    0.02% of the 13F portfolio, value $2,348,095.

    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 7,101 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,963,763.

    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).