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
- period ended2026-06-3013F 2,316 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,282 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,980 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,216 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,965 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,131 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).