Skip to content
Disclosery

AE Wealth Management LLC: PDI position timeline

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

AE Wealth Management LLC held 345,004 PDI 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 345,004 shares
    Change vs previous 13F +6,644 shares

    0.03% of the 13F portfolio, value $5,761,559.

    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 338,360 shares
    Change vs previous 13F +171,586 shares

    0.03% of the 13F portfolio, value $5,789,337.

    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 166,774 shares
    Change vs previous 13F +147,021 shares

    0.02% of the 13F portfolio, value $2,953,562.

    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 19,753 shares
    Change vs previous 13F +457 shares

    <0.01% of the 13F portfolio, value $391,108.

    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 19,296 shares
    Change vs previous 13F -33,645 shares

    <0.01% of the 13F portfolio, value $366,047.

    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 52,941 shares
    Change vs previous 13F -160,018 shares

    0.01% of the 13F portfolio, value $1,048,241.

    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 212,959 shares
    Change vs previous 13F -45,228 shares

    0.03% of the 13F portfolio, value $3,905,661.

    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 258,187 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,233,451.

    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).