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AE Wealth Management LLC: PNC position timeline

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

AE Wealth Management LLC held 19,543 PNC 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 19,543 shares
    Change vs previous 13F +1,480 shares

    0.02% of the 13F portfolio, value $4,811,969.

    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 18,063 shares
    Change vs previous 13F +2,402 shares

    0.02% of the 13F portfolio, value $3,758,855.

    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 15,661 shares
    Change vs previous 13F +803 shares

    0.02% of the 13F portfolio, value $3,269,145.

    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 14,858 shares
    Change vs previous 13F +1,956 shares

    0.02% of the 13F portfolio, value $2,985,566.

    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 12,902 shares
    Change vs previous 13F +3,788 shares

    0.02% of the 13F portfolio, value $2,405,344.

    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 9,114 shares
    Change vs previous 13F -45 shares

    0.01% of the 13F portfolio, value $1,602,096.

    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 9,159 shares
    Change vs previous 13F +453 shares

    0.01% of the 13F portfolio, value $1,766,366.

    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 8,706 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,609,202.

    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).