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Disclosery

AE Wealth Management LLC: PDEC position timeline

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

AE Wealth Management LLC held 33,217 PDEC 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 33,217 shares
    Change vs previous 13F -7,712 shares

    0.01% of the 13F portfolio, value $1,524,328.

    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 40,929 shares
    Change vs previous 13F -670 shares

    0.01% of the 13F portfolio, value $1,739,483.

    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 41,599 shares
    Change vs previous 13F +11,291 shares

    0.01% of the 13F portfolio, value $1,804,565.

    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 30,308 shares
    Change vs previous 13F -14,154 shares

    0.01% of the 13F portfolio, value $1,273,542.

    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 44,462 shares
    Change vs previous 13F -810 shares

    0.01% of the 13F portfolio, value $1,778,925.

    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 45,272 shares
    Change vs previous 13F -443 shares

    0.01% of the 13F portfolio, value $1,702,227.

    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 45,715 shares
    Change vs previous 13F -63,931 shares

    0.01% of the 13F portfolio, value $1,756,370.

    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 109,646 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,200,538.

    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).