Skip to content
Disclosery

AE Wealth Management LLC: EIX position timeline

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

AE Wealth Management LLC held 389,463 EIX 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 389,463 shares
    Change vs previous 13F +40,671 shares

    0.14% of the 13F portfolio, value $28,995,273.

    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 348,792 shares
    Change vs previous 13F -124,162 shares

    0.14% of the 13F portfolio, value $25,524,486.

    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 472,954 shares
    Change vs previous 13F -53,542 shares

    0.16% of the 13F portfolio, value $28,386,592.

    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 526,496 shares
    Change vs previous 13F +43,926 shares

    0.19% of the 13F portfolio, value $29,104,773.

    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 482,570 shares
    Change vs previous 13F +256,047 shares

    0.18% of the 13F portfolio, value $24,900,672.

    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 226,523 shares
    Change vs previous 13F +45,926 shares

    0.11% of the 13F portfolio, value $13,346,711.

    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 180,597 shares
    Change vs previous 13F +9,727 shares

    0.12% of the 13F portfolio, value $14,418,806.

    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 170,870 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $14,881,135.

    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).