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Disclosery

AE Wealth Management LLC: EXC position timeline

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

AE Wealth Management LLC held 581,581 EXC 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 581,581 shares
    Change vs previous 13F +80,362 shares

    0.13% of the 13F portfolio, value $27,113,258.

    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 501,219 shares
    Change vs previous 13F +78,899 shares

    0.13% of the 13F portfolio, value $24,569,712.

    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 422,320 shares
    Change vs previous 13F -534,535 shares

    0.11% of the 13F portfolio, value $18,408,925.

    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 956,855 shares
    Change vs previous 13F +43,997 shares

    0.27% of the 13F portfolio, value $43,068,041.

    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 912,858 shares
    Change vs previous 13F +315,599 shares

    0.29% of the 13F portfolio, value $39,636,281.

    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 597,259 shares
    Change vs previous 13F -5,647 shares

    0.23% of the 13F portfolio, value $27,521,738.

    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 602,906 shares
    Change vs previous 13F +33,982 shares

    0.19% of the 13F portfolio, value $22,693,377.

    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 568,924 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $23,069,851.

    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).