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AE Wealth Management LLC: LEU position timeline

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

AE Wealth Management LLC held 2,316 LEU 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 2,316 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $388,787.

    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 2,282 shares
    Change vs previous 13F -9,698 shares

    <0.01% of the 13F portfolio, value $396,132.

    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 11,980 shares
    Change vs previous 13F -15,236 shares

    0.02% of the 13F portfolio, value $2,908,265.

    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 27,216 shares
    Change vs previous 13F +5,251 shares

    0.05% of the 13F portfolio, value $8,438,865.

    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 21,965 shares
    Change vs previous 13F +3,834 shares

    0.03% of the 13F portfolio, value $4,023,549.

    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 18,131 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,127,930.

    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).