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AE Wealth Management LLC: PPL position timeline

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

AE Wealth Management LLC held 621,417 PPL 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 621,417 shares
    Change vs previous 13F +85,407 shares

    0.11% of the 13F portfolio, value $22,588,456.

    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 536,010 shares
    Change vs previous 13F +67,277 shares

    0.11% of the 13F portfolio, value $20,475,583.

    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 468,733 shares
    Change vs previous 13F +11,119 shares

    0.09% of the 13F portfolio, value $16,415,024.

    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 457,614 shares
    Change vs previous 13F +21,810 shares

    0.11% of the 13F portfolio, value $17,004,846.

    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 435,804 shares
    Change vs previous 13F -46,406 shares

    0.11% of the 13F portfolio, value $14,769,422.

    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 482,210 shares
    Change vs previous 13F +90,727 shares

    0.15% of the 13F portfolio, value $17,412,479.

    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 391,483 shares
    Change vs previous 13F +17,608 shares

    0.11% of the 13F portfolio, value $12,707,485.

    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 373,875 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $12,367,793.

    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).