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AE Wealth Management LLC: PSEP position timeline

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

AE Wealth Management LLC held 41,805 PSEP 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 41,805 shares
    Change vs previous 13F -1,169 shares

    0.01% of the 13F portfolio, value $1,925,114.

    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 42,974 shares
    Change vs previous 13F -1,143 shares

    0.01% of the 13F portfolio, value $1,850,454.

    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 44,117 shares
    Change vs previous 13F -2,916 shares

    0.01% of the 13F portfolio, value $1,928,718.

    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 47,033 shares
    Change vs previous 13F -5,000 shares

    0.01% of the 13F portfolio, value $2,020,070.

    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 52,033 shares
    Change vs previous 13F -2,178 shares

    0.02% of the 13F portfolio, value $2,127,640.

    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 54,211 shares
    Change vs previous 13F -1,146,037 shares

    0.02% of the 13F portfolio, value $2,082,255.

    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 1,200,248 shares
    Change vs previous 13F -214,837 shares

    0.4% of the 13F portfolio, value $46,912,068.

    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 1,415,085 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $54,523,220.

    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).