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Disclosery

AE Wealth Management LLC: PDO position timeline

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

AE Wealth Management LLC held 21,148 PDO 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 21,148 shares
    Change vs previous 13F +5,646 shares

    <0.01% of the 13F portfolio, value $279,583.

    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 15,502 shares
    Change vs previous 13F +472 shares

    <0.01% of the 13F portfolio, value $200,436.

    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 15,030 shares
    Change vs previous 13F +809 shares

    <0.01% of the 13F portfolio, value $208,010.

    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 14,221 shares
    Change vs previous 13F +874 shares

    <0.01% of the 13F portfolio, value $200,799.

    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 13,347 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $179,919.

    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).