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AE Wealth Management LLC: PFEB position timeline

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

AE Wealth Management LLC held 74,407 PFEB 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 74,407 shares
    Change vs previous 13F -1,361 shares

    0.01% of the 13F portfolio, value $3,203,965.

    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 75,768 shares
    Change vs previous 13F -1,710 shares

    0.02% of the 13F portfolio, value $3,038,297.

    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 77,478 shares
    Change vs previous 13F -12,677 shares

    0.02% of the 13F portfolio, value $3,154,819.

    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 90,155 shares
    Change vs previous 13F -24,530 shares

    0.02% of the 13F portfolio, value $3,578,252.

    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 114,685 shares
    Change vs previous 13F -341,773 shares

    0.03% of the 13F portfolio, value $4,359,194.

    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 456,458 shares
    Change vs previous 13F +363,158 shares

    0.14% of the 13F portfolio, value $16,350,326.

    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 93,300 shares
    Change vs previous 13F -14,248 shares

    0.03% of the 13F portfolio, value $3,433,440.

    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 107,548 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,876,030.

    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).