Skip to content
Disclosery

AE Wealth Management LLC: DTE position timeline

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

AE Wealth Management LLC held 146,060 DTE 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 146,060 shares
    Change vs previous 13F +10,011 shares

    0.1% of the 13F portfolio, value $22,255,565.

    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 136,049 shares
    Change vs previous 13F +12,876 shares

    0.11% of the 13F portfolio, value $19,893,150.

    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 123,173 shares
    Change vs previous 13F +4,652 shares

    0.09% of the 13F portfolio, value $15,886,956.

    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 118,521 shares
    Change vs previous 13F +5,658 shares

    0.11% of the 13F portfolio, value $16,762,227.

    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 112,863 shares
    Change vs previous 13F -5,411 shares

    0.11% of the 13F portfolio, value $14,949,742.

    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 118,274 shares
    Change vs previous 13F +16,053 shares

    0.14% of the 13F portfolio, value $16,353,836.

    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 102,221 shares
    Change vs previous 13F +4,679 shares

    0.1% of the 13F portfolio, value $12,343,231.

    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 97,542 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $12,525,126.

    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).