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AE Wealth Management LLC: PECO position timeline

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

AE Wealth Management LLC held 42,773 PECO 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 42,773 shares
    Change vs previous 13F -2,706 shares

    0.01% of the 13F portfolio, value $1,780,110.

    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 45,479 shares
    Change vs previous 13F -6,863 shares

    0.01% of the 13F portfolio, value $1,701,793.

    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 52,342 shares
    Change vs previous 13F +6,812 shares

    0.01% of the 13F portfolio, value $1,861,792.

    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 45,530 shares
    Change vs previous 13F +9,058 shares

    0.01% of the 13F portfolio, value $1,563,034.

    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 36,472 shares
    Change vs previous 13F -3,417 shares

    0.01% of the 13F portfolio, value $1,277,632.

    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 39,889 shares
    Change vs previous 13F -3,798 shares

    0.01% of the 13F portfolio, value $1,455,548.

    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 43,687 shares
    Change vs previous 13F +5,019 shares

    0.01% of the 13F portfolio, value $1,636,586.

    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 38,668 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,458,168.

    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).