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AE Wealth Management LLC: ED position timeline

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

AE Wealth Management LLC held 15,451 ED 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 15,451 shares
    Change vs previous 13F +139 shares

    0.01% of the 13F portfolio, value $1,709,366.

    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 15,312 shares
    Change vs previous 13F -1,341 shares

    0.01% of the 13F portfolio, value $1,732,956.

    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 16,653 shares
    Change vs previous 13F +2,238 shares

    0.01% of the 13F portfolio, value $1,653,869.

    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 14,415 shares
    Change vs previous 13F +5,118 shares

    0.01% of the 13F portfolio, value $1,448,950.

    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 9,297 shares
    Change vs previous 13F +2,567 shares

    0.01% of the 13F portfolio, value $932,976.

    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 6,730 shares
    Change vs previous 13F -1,592 shares

    0.01% of the 13F portfolio, value $744,209.

    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 8,322 shares
    Change vs previous 13F -2,257 shares

    0.01% of the 13F portfolio, value $742,579.

    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 10,579 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,101,614.

    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).