Skip to content
Disclosery

AE Wealth Management LLC: OUT position timeline

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

AE Wealth Management LLC held 21,050 OUT 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 21,050 shares
    Change vs previous 13F +3,109 shares

    <0.01% of the 13F portfolio, value $689,590.

    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 17,941 shares
    Change vs previous 13F +6,377 shares

    <0.01% of the 13F portfolio, value $475,436.

    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 11,564 shares
    Change vs previous 13F +200 shares

    <0.01% of the 13F portfolio, value $278,704.

    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 11,364 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,178.

    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).