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Disclosery

AE Wealth Management LLC: POCT position timeline

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

AE Wealth Management LLC held 33,055 POCT 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 33,055 shares
    Change vs previous 13F -6,930 shares

    0.01% of the 13F portfolio, value $1,534,083.

    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 39,985 shares
    Change vs previous 13F -3,255 shares

    0.01% of the 13F portfolio, value $1,723,753.

    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 43,240 shares
    Change vs previous 13F -3,596 shares

    0.01% of the 13F portfolio, value $1,899,101.

    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 46,836 shares
    Change vs previous 13F +806 shares

    0.01% of the 13F portfolio, value $2,018,632.

    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 46,030 shares
    Change vs previous 13F -4,547 shares

    0.01% of the 13F portfolio, value $1,901,039.

    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 50,577 shares
    Change vs previous 13F -6,558 shares

    0.02% of the 13F portfolio, value $1,964,916.

    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 57,135 shares
    Change vs previous 13F +23,939 shares

    0.02% of the 13F portfolio, value $2,260,626.

    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 33,196 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,292,984.

    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).