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Disclosery

AE Wealth Management LLC: PRCH position timeline

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

AE Wealth Management LLC held 126,509 PRCH 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 126,509 shares
    Change vs previous 13F +1,900 shares

    0.01% of the 13F portfolio, value $1,902,695.

    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 124,609 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $893,446.

    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 124,609 shares
    Change vs previous 13F +7,945 shares

    0.01% of the 13F portfolio, value $1,137,680.

    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 116,664 shares
    Change vs previous 13F +3,350 shares

    0.01% of the 13F portfolio, value $1,957,622.

    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 113,314 shares
    Change vs previous 13F -192,444 shares

    0.01% of the 13F portfolio, value $1,335,972.

    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 305,758 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,228,976.

    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 305,758 shares
    Change vs previous 13F +17,469 shares

    0.01% of the 13F portfolio, value $1,504,329.

    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 288,289 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $442,524.

    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).