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Disclosery

AE Wealth Management LLC: POWA position timeline

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

AE Wealth Management LLC held 1,260 POWA 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 1,260 shares
    Change vs previous 13F -49 shares

    <0.01% of the 13F portfolio, value $111,936.

    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 1,309 shares
    Change vs previous 13F +149 shares

    <0.01% of the 13F portfolio, value $112,767.

    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 1,160 shares
    Change vs previous 13F -153 shares

    <0.01% of the 13F portfolio, value $104,336.

    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 1,313 shares
    Change vs previous 13F -3,573 shares

    <0.01% of the 13F portfolio, value $118,856.

    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 4,886 shares
    Change vs previous 13F +536 shares

    <0.01% of the 13F portfolio, value $423,030.

    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 4,350 shares
    Change vs previous 13F -139 shares

    <0.01% of the 13F portfolio, value $357,329.

    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 4,489 shares
    Change vs previous 13F -397 shares

    <0.01% of the 13F portfolio, value $364,821.

    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 4,886 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $414,777.

    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).