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Disclosery

AE Wealth Management LLC: DLS position timeline

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

AE Wealth Management LLC held 1,849 DLS 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 1,849 shares
    Change vs previous 13F -1,970 shares

    <0.01% of the 13F portfolio, value $154,870.

    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 3,819 shares
    Change vs previous 13F +2,220 shares

    <0.01% of the 13F portfolio, value $311,200.

    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 1,599 shares
    Change vs previous 13F +217 shares

    <0.01% of the 13F portfolio, value $129,543.

    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 1,382 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $109,871.

    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 1,432 shares
    Change vs previous 13F -159 shares

    <0.01% of the 13F portfolio, value $107,573.

    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 1,591 shares
    Change vs previous 13F -155 shares

    <0.01% of the 13F portfolio, value $104,981.

    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 1,746 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $109,923.

    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).