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AE Wealth Management LLC: PEP position timeline

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

AE Wealth Management LLC held 108,664 PEP 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 108,664 shares
    Change vs previous 13F -31,785 shares

    0.07% of the 13F portfolio, value $14,713,309.

    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 140,449 shares
    Change vs previous 13F +7,981 shares

    0.12% of the 13F portfolio, value $21,810,651.

    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 132,468 shares
    Change vs previous 13F -109,971 shares

    0.11% of the 13F portfolio, value $19,012,079.

    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 242,439 shares
    Change vs previous 13F +34,154 shares

    0.22% of the 13F portfolio, value $34,048,219.

    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 208,285 shares
    Change vs previous 13F +10,791 shares

    0.2% of the 13F portfolio, value $27,502,126.

    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 197,494 shares
    Change vs previous 13F +7,843 shares

    0.25% of the 13F portfolio, value $29,612,607.

    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 189,651 shares
    Change vs previous 13F -9,819 shares

    0.24% of the 13F portfolio, value $28,838,490.

    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 199,470 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $33,920,068.

    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).