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AE Wealth Management LLC: ET position timeline

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

AE Wealth Management LLC held 124,448 ET 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 124,448 shares
    Change vs previous 13F +13,472 shares

    0.01% of the 13F portfolio, value $2,379,452.

    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 110,976 shares
    Change vs previous 13F +7,586 shares

    0.01% of the 13F portfolio, value $2,141,846.

    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 103,390 shares
    Change vs previous 13F +2,384 shares

    0.01% of the 13F portfolio, value $1,704,906.

    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 101,006 shares
    Change vs previous 13F +7,218 shares

    0.01% of the 13F portfolio, value $1,733,271.

    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 93,788 shares
    Change vs previous 13F -7,911 shares

    0.01% of the 13F portfolio, value $1,700,382.

    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 101,699 shares
    Change vs previous 13F +11,439 shares

    0.02% of the 13F portfolio, value $1,890,579.

    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 90,260 shares
    Change vs previous 13F +3,652 shares

    0.01% of the 13F portfolio, value $1,768,189.

    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 86,608 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,390,054.

    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).