AE Wealth Management LLC: PDD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on PDD, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 0 PDD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -20,678 shares
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 20,678 sharesChange vs previous 13F +2,778 shares
0.01% of the 13F portfolio, value $2,112,814.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,900 sharesChange vs previous 13F +5,795 shares
0.01% of the 13F portfolio, value $2,029,612.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,105 sharesChange vs previous 13F +3,892 shares
0.01% of the 13F portfolio, value $1,599,831.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,213 sharesChange vs previous 13F +2,004 shares
0.01% of the 13F portfolio, value $859,560.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,209 sharesChange vs previous 13F +229 shares
0.01% of the 13F portfolio, value $734,865.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,980 sharesChange vs previous 13F +2,296 shares
<0.01% of the 13F portfolio, value $580,037.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,684 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $496,640.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).