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AE Wealth Management LLC: META position timeline

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

AE Wealth Management LLC held 376,868 META 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 376,868 shares
    Change vs previous 13F +17,298 shares

    0.99% of the 13F portfolio, value $212,286,613.

    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 359,570 shares
    Change vs previous 13F +12,019 shares

    1.11% of the 13F portfolio, value $205,721,453.

    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 347,551 shares
    Change vs previous 13F +36,379 shares

    1.32% of the 13F portfolio, value $229,416,878.

    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 311,172 shares
    Change vs previous 13F +13,053 shares

    1.46% of the 13F portfolio, value $228,521,537.

    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 298,119 shares
    Change vs previous 13F +66,358 shares

    1.61% of the 13F portfolio, value $220,041,747.

    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 231,761 shares
    Change vs previous 13F +34,905 shares

    1.12% of the 13F portfolio, value $133,577,988.

    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 196,856 shares
    Change vs previous 13F +30,892 shares

    0.98% of the 13F portfolio, value $115,261,522.

    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 165,964 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $95,004,970.

    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).