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Disclosery

AE Wealth Management LLC: OCTZ position timeline

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

AE Wealth Management LLC held 2,147 OCTZ 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 2,147 shares
    Change vs previous 13F -423,583 shares

    <0.01% of the 13F portfolio, value $98,102.

    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 425,730 shares
    Change vs previous 13F +320,857 shares

    0.09% of the 13F portfolio, value $17,497,918.

    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 104,873 shares
    Change vs previous 13F +103,803 shares

    0.03% of the 13F portfolio, value $4,462,757.

    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 1,070 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $46,520.

    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).