AE Wealth Management LLC: ENB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on ENB, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 57,600 ENB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 57,600 sharesChange vs previous 13F +229 shares
0.01% of the 13F portfolio, value $3,122,595.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 57,371 sharesChange vs previous 13F +6,649 shares
0.02% of the 13F portfolio, value $3,106,161.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 50,722 sharesChange vs previous 13F +2,998 shares
0.01% of the 13F portfolio, value $2,426,036.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 47,724 sharesChange vs previous 13F +117 shares
0.02% of the 13F portfolio, value $2,408,229.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 47,607 sharesChange vs previous 13F -10,963 shares
0.02% of the 13F portfolio, value $2,157,586.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 58,570 sharesChange vs previous 13F -210 shares
0.02% of the 13F portfolio, value $2,595,282.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 58,780 sharesChange vs previous 13F +2,742 shares
0.02% of the 13F portfolio, value $2,494,057.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 56,038 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $2,275,689.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).