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Disclosery

AE Wealth Management LLC: DELL position timeline

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

AE Wealth Management LLC held 14,004 DELL 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 14,004 shares
    Change vs previous 13F +761 shares

    0.03% of the 13F portfolio, value $6,042,381.

    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 13,243 shares
    Change vs previous 13F -409 shares

    0.01% of the 13F portfolio, value $2,173,658.

    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 13,652 shares
    Change vs previous 13F +422 shares

    0.01% of the 13F portfolio, value $1,718,737.

    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 13,230 shares
    Change vs previous 13F -1,079 shares

    0.01% of the 13F portfolio, value $1,875,785.

    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 14,309 shares
    Change vs previous 13F -76,848 shares

    0.01% of the 13F portfolio, value $1,754,493.

    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 91,157 shares
    Change vs previous 13F +8,558 shares

    0.07% of the 13F portfolio, value $8,308,824.

    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 82,599 shares
    Change vs previous 13F +10,705 shares

    0.08% of the 13F portfolio, value $9,518,635.

    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 71,894 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,522,341.

    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).