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Disclosery

AE Wealth Management LLC: PSI position timeline

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

AE Wealth Management LLC held 1,529 PSI 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 1,529 shares
    Change vs previous 13F +363 shares

    <0.01% of the 13F portfolio, value $287,178.

    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 1,166 shares
    Change vs previous 13F +112 shares

    <0.01% of the 13F portfolio, value $110,047.

    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 1,054 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $83,118.

    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 1,077 shares
    Change vs previous 13F -8,669 shares

    <0.01% of the 13F portfolio, value $75,739.

    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 9,746 shares
    Change vs previous 13F +466 shares

    <0.01% of the 13F portfolio, value $584,370.

    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 9,280 shares
    Change vs previous 13F -273 shares

    <0.01% of the 13F portfolio, value $439,686.

    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 9,553 shares
    Change vs previous 13F -1,362 shares

    <0.01% of the 13F portfolio, value $553,310.

    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 10,915 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $627,836.

    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).