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Disclosery

AE Wealth Management LLC: ECL position timeline

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

AE Wealth Management LLC held 3,107 ECL 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 3,107 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $865,601.

    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 3,112 shares
    Change vs previous 13F +107 shares

    <0.01% of the 13F portfolio, value $827,662.

    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 3,005 shares
    Change vs previous 13F -408 shares

    <0.01% of the 13F portfolio, value $789,172.

    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 3,413 shares
    Change vs previous 13F +349 shares

    0.01% of the 13F portfolio, value $934,816.

    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 3,064 shares
    Change vs previous 13F -127 shares

    0.01% of the 13F portfolio, value $825,643.

    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 3,191 shares
    Change vs previous 13F -4,766 shares

    0.01% of the 13F portfolio, value $809,001.

    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 7,957 shares
    Change vs previous 13F +1,506 shares

    0.02% of the 13F portfolio, value $1,864,599.

    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 6,451 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,647,178.

    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).