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Disclosery

AE Wealth Management LLC: OCTT position timeline

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

AE Wealth Management LLC held 2,596 OCTT 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 2,596 shares
    Change vs previous 13F -1,656 shares

    <0.01% of the 13F portfolio, value $120,976.

    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 4,252 shares
    Change vs previous 13F -673 shares

    <0.01% of the 13F portfolio, value $179,948.

    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 4,925 shares
    Change vs previous 13F -2,621 shares

    <0.01% of the 13F portfolio, value $214,295.

    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 7,546 shares
    Change vs previous 13F -1,677,158 shares

    <0.01% of the 13F portfolio, value $321,573.

    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 1,684,704 shares
    Change vs previous 13F -28,238 shares

    0.49% of the 13F portfolio, value $67,624,019.

    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 1,712,942 shares
    Change vs previous 13F -9,051 shares

    0.54% of the 13F portfolio, value $63,755,188.

    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 1,721,993 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $65,808,548.

    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).