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Disclosery

AE Wealth Management LLC: OEF position timeline

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

AE Wealth Management LLC held 6,497 OEF 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 6,497 shares
    Change vs previous 13F -477 shares

    0.01% of the 13F portfolio, value $2,377,284.

    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 6,974 shares
    Change vs previous 13F -133,298 shares

    0.01% of the 13F portfolio, value $2,218,494.

    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 140,272 shares
    Change vs previous 13F -8,332 shares

    0.28% of the 13F portfolio, value $48,109,332.

    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 148,604 shares
    Change vs previous 13F +62,186 shares

    0.32% of the 13F portfolio, value $49,461,452.

    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 86,418 shares
    Change vs previous 13F +16,404 shares

    0.19% of the 13F portfolio, value $26,301,544.

    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 70,014 shares
    Change vs previous 13F +17,205 shares

    0.16% of the 13F portfolio, value $18,961,926.

    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 52,809 shares
    Change vs previous 13F +18,310 shares

    0.13% of the 13F portfolio, value $15,254,002.

    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 34,499 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,547,901.

    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).