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Disclosery

AE Wealth Management LLC: DECW position timeline

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

AE Wealth Management LLC held 897,549 DECW 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 897,549 shares
    Change vs previous 13F +10,813 shares

    0.15% of the 13F portfolio, value $31,997,716.

    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 886,736 shares
    Change vs previous 13F -490 shares

    0.16% of the 13F portfolio, value $29,625,843.

    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 887,226 shares
    Change vs previous 13F -2,287,415 shares

    0.17% of the 13F portfolio, value $30,112,459.

    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 3,174,641 shares
    Change vs previous 13F -370,295 shares

    0.67% of the 13F portfolio, value $104,731,407.

    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 3,544,936 shares
    Change vs previous 13F +54,896 shares

    0.82% of the 13F portfolio, value $112,002,299.

    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 3,490,040 shares
    Change vs previous 13F +79,340 shares

    0.88% of the 13F portfolio, value $104,526,698.

    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 3,410,700 shares
    Change vs previous 13F +3,324,329 shares

    0.88% of the 13F portfolio, value $103,753,494.

    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 86,371 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,617,181.

    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).