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Disclosery

AE Wealth Management LLC: LCTU position timeline

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

AE Wealth Management LLC held 8,287 LCTU 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 8,287 shares
    Change vs previous 13F +2,645 shares

    <0.01% of the 13F portfolio, value $664,268.

    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 5,642 shares
    Change vs previous 13F -1,886 shares

    <0.01% of the 13F portfolio, value $395,735.

    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 7,528 shares
    Change vs previous 13F +2,064 shares

    <0.01% of the 13F portfolio, value $557,775.

    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 5,464 shares
    Change vs previous 13F +1,213 shares

    <0.01% of the 13F portfolio, value $396,573.

    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 4,251 shares
    Change vs previous 13F +229 shares

    <0.01% of the 13F portfolio, value $285,968.

    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 4,022 shares
    Change vs previous 13F -1,304 shares

    <0.01% of the 13F portfolio, value $243,731.

    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 5,326 shares
    Change vs previous 13F -1,346 shares

    <0.01% of the 13F portfolio, value $341,103.

    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 6,672 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $418,628.

    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).