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AE Wealth Management LLC: PAA position timeline

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

AE Wealth Management LLC held 20,054 PAA 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 20,054 shares
    Change vs previous 13F +402 shares

    <0.01% of the 13F portfolio, value $446,397.

    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 19,652 shares
    Change vs previous 13F +2,701 shares

    <0.01% of the 13F portfolio, value $438,832.

    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 16,951 shares
    Change vs previous 13F +414 shares

    <0.01% of the 13F portfolio, value $304,443.

    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 16,537 shares
    Change vs previous 13F +3,318 shares

    <0.01% of the 13F portfolio, value $282,125.

    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 13,219 shares
    Change vs previous 13F +858 shares

    <0.01% of the 13F portfolio, value $242,169.

    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 12,361 shares
    Change vs previous 13F +1,330 shares

    <0.01% of the 13F portfolio, value $247,210.

    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 11,031 shares
    Change vs previous 13F +286 shares

    <0.01% of the 13F portfolio, value $188,416.

    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 10,745 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $186,635.

    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).