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AE Wealth Management LLC: PSLV position timeline

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

AE Wealth Management LLC held 442,718 PSLV 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 442,718 shares
    Change vs previous 13F -134,802 shares

    0.04% of the 13F portfolio, value $8,354,088.

    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 577,520 shares
    Change vs previous 13F +503,952 shares

    0.08% of the 13F portfolio, value $14,085,712.

    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 73,568 shares
    Change vs previous 13F +35,867 shares

    0.01% of the 13F portfolio, value $1,739,883.

    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 37,701 shares
    Change vs previous 13F +13,176 shares

    <0.01% of the 13F portfolio, value $591,906.

    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 24,525 shares
    Change vs previous 13F -12,427 shares

    <0.01% of the 13F portfolio, value $300,186.

    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 36,952 shares
    Change vs previous 13F +1,339 shares

    <0.01% of the 13F portfolio, value $428,643.

    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 35,613 shares
    Change vs previous 13F -16,402 shares

    <0.01% of the 13F portfolio, value $343,665.

    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 52,015 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $543,557.

    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).