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Disclosery

AE Wealth Management LLC: ONEZ position timeline

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

AE Wealth Management LLC held 5,797,424 ONEZ 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 5,797,424 shares
    Change vs previous 13F +3,255,264 shares

    0.75% of the 13F portfolio, value $159,950,942.

    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 2,542,160 shares
    Change vs previous 13F +111,408 shares

    0.34% of the 13F portfolio, value $63,646,785.

    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 2,430,752 shares
    Change vs previous 13F +88,761 shares

    0.36% of the 13F portfolio, value $63,126,627.

    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 2,341,991 shares
    Change vs previous 13F +872,072 shares

    0.4% of the 13F portfolio, value $62,086,182.

    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 1,469,919 shares
    Change vs previous 13F +685,637 shares

    0.27% of the 13F portfolio, value $37,142,059.

    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 784,282 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $18,580,895.

    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).