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Disclosery

AE Wealth Management LLC: NOC position timeline

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

AE Wealth Management LLC held 6,330 NOC 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 6,330 shares
    Change vs previous 13F +1,470 shares

    0.02% of the 13F portfolio, value $3,224,053.

    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 4,860 shares
    Change vs previous 13F +678 shares

    0.02% of the 13F portfolio, value $3,316,255.

    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 4,182 shares
    Change vs previous 13F +656 shares

    0.01% of the 13F portfolio, value $2,384,804.

    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 3,526 shares
    Change vs previous 13F +1,070 shares

    0.01% of the 13F portfolio, value $2,148,496.

    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 2,456 shares
    Change vs previous 13F +826 shares

    0.01% of the 13F portfolio, value $1,228,014.

    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 1,630 shares
    Change vs previous 13F -181 shares

    0.01% of the 13F portfolio, value $834,965.

    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 1,811 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $850,071.

    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 1,792 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $946,597.

    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).