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AE Wealth Management LLC: NAPR position timeline

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

AE Wealth Management LLC held 5,937 NAPR 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 5,937 shares
    Change vs previous 13F -167 shares

    <0.01% of the 13F portfolio, value $351,471.

    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 6,104 shares
    Change vs previous 13F -90 shares

    <0.01% of the 13F portfolio, value $333,401.

    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 6,194 shares
    Change vs previous 13F -159 shares

    <0.01% of the 13F portfolio, value $332,618.

    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 6,353 shares
    Change vs previous 13F +66 shares

    <0.01% of the 13F portfolio, value $334,489.

    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 6,287 shares
    Change vs previous 13F +168 shares

    <0.01% of the 13F portfolio, value $320,700.

    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 6,119 shares
    Change vs previous 13F -397 shares

    <0.01% of the 13F portfolio, value $291,876.

    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 6,516 shares
    Change vs previous 13F -9,466 shares

    <0.01% of the 13F portfolio, value $328,360.

    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 15,982 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $777,364.

    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).