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Disclosery

AE Wealth Management LLC: OCTU position timeline

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

AE Wealth Management LLC held 47,990 OCTU 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 47,990 shares
    Change vs previous 13F -100,023 shares

    0.01% of the 13F portfolio, value $1,459,855.

    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 148,013 shares
    Change vs previous 13F +661 shares

    0.02% of the 13F portfolio, value $4,086,000.

    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 147,352 shares
    Change vs previous 13F -1,163 shares

    0.02% of the 13F portfolio, value $4,193,739.

    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 148,515 shares
    Change vs previous 13F -172,680 shares

    0.03% of the 13F portfolio, value $4,156,378.

    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 321,195 shares
    Change vs previous 13F +321,083 shares

    0.06% of the 13F portfolio, value $8,438,119.

    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 112 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,760.

    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).