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AE Wealth Management LLC: O position timeline

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

AE Wealth Management LLC held 21,611 O 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 21,611 shares
    Change vs previous 13F +2,773 shares

    0.01% of the 13F portfolio, value $1,338,978.

    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 18,838 shares
    Change vs previous 13F -2,670 shares

    0.01% of the 13F portfolio, value $1,152,529.

    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 21,508 shares
    Change vs previous 13F +1,179 shares

    0.01% of the 13F portfolio, value $1,212,460.

    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 20,329 shares
    Change vs previous 13F +2,682 shares

    0.01% of the 13F portfolio, value $1,235,783.

    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 17,647 shares
    Change vs previous 13F +3,069 shares

    0.01% of the 13F portfolio, value $1,016,661.

    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 14,578 shares
    Change vs previous 13F +1,888 shares

    0.01% of the 13F portfolio, value $845,666.

    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 12,690 shares
    Change vs previous 13F +2,178 shares

    0.01% of the 13F portfolio, value $677,789.

    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 10,512 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $666,652.

    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).