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Disclosery

AE Wealth Management LLC: LTPZ position timeline

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

AE Wealth Management LLC held 174,533 LTPZ 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 174,533 shares
    Change vs previous 13F +110,326 shares

    0.04% of the 13F portfolio, value $8,840,125.

    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 64,207 shares
    Change vs previous 13F -1,311 shares

    0.02% of the 13F portfolio, value $3,276,461.

    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 65,518 shares
    Change vs previous 13F -1,209 shares

    0.02% of the 13F portfolio, value $3,390,577.

    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 66,727 shares
    Change vs previous 13F -2,443 shares

    0.02% of the 13F portfolio, value $3,555,193.

    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 69,170 shares
    Change vs previous 13F +29,058 shares

    0.03% of the 13F portfolio, value $3,629,357.

    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 40,112 shares
    Change vs previous 13F -188,272 shares

    0.02% of the 13F portfolio, value $2,199,704.

    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 228,384 shares
    Change vs previous 13F +3,783 shares

    0.1% of the 13F portfolio, value $11,891,952.

    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 224,601 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $12,970,679.

    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).