Skip to content
Disclosery

AE Wealth Management LLC: EXPD position timeline

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

AE Wealth Management LLC held 6,681 EXPD 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 6,681 shares
    Change vs previous 13F +328 shares

    0.01% of the 13F portfolio, value $1,088,906.

    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 6,353 shares
    Change vs previous 13F +1,145 shares

    <0.01% of the 13F portfolio, value $910,009.

    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 5,208 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $776,072.

    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 5,179 shares
    Change vs previous 13F +391 shares

    <0.01% of the 13F portfolio, value $634,822.

    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 4,788 shares
    Change vs previous 13F -2,022 shares

    <0.01% of the 13F portfolio, value $546,991.

    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 6,810 shares
    Change vs previous 13F +410 shares

    0.01% of the 13F portfolio, value $818,888.

    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 6,400 shares
    Change vs previous 13F +234 shares

    0.01% of the 13F portfolio, value $708,913.

    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 6,166 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $810,176.

    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).