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AE Wealth Management LLC: NSEP position timeline

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

AE Wealth Management LLC held 8,819 NSEP 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 8,819 shares
    Change vs previous 13F -11,479 shares

    <0.01% of the 13F portfolio, value $275,638.

    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 20,298 shares
    Change vs previous 13F +592 shares

    <0.01% of the 13F portfolio, value $583,310.

    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 19,706 shares
    Change vs previous 13F +5,086 shares

    <0.01% of the 13F portfolio, value $575,809.

    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 14,620 shares
    Change vs previous 13F +1,846 shares

    <0.01% of the 13F portfolio, value $419,155.

    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 12,774 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $348,928.

    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 12,774 shares
    Change vs previous 13F -346 shares

    <0.01% of the 13F portfolio, value $318,073.

    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 13,120 shares
    Change vs previous 13F -115 shares

    <0.01% of the 13F portfolio, value $336,870.

    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 13,235 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $330,610.

    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).