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Disclosery

AE Wealth Management LLC: OCTW position timeline

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

AE Wealth Management LLC held 25,537 OCTW 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 25,537 shares
    Change vs previous 13F -2,198,438 shares

    <0.01% of the 13F portfolio, value $1,044,713.

    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 2,223,975 shares
    Change vs previous 13F -1,663 shares

    0.46% of the 13F portfolio, value $85,556,311.

    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 2,225,638 shares
    Change vs previous 13F +2,217,654 shares

    0.5% of the 13F portfolio, value $86,799,877.

    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 7,984 shares
    Change vs previous 13F -1,667,647 shares

    <0.01% of the 13F portfolio, value $306,036.

    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 1,675,631 shares
    Change vs previous 13F -7,987 shares

    0.45% of the 13F portfolio, value $62,015,120.

    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 1,683,618 shares
    Change vs previous 13F +20,929 shares

    0.5% of the 13F portfolio, value $59,128,671.

    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 1,662,689 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $59,119,883.

    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).