Skip to content
Disclosery

AE Wealth Management LLC: PSTP position timeline

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

AE Wealth Management LLC held 154,297 PSTP 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 154,297 shares
    Change vs previous 13F +22,389 shares

    0.03% of the 13F portfolio, value $5,675,816.

    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 131,908 shares
    Change vs previous 13F +22,007 shares

    0.02% of the 13F portfolio, value $4,546,869.

    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 109,901 shares
    Change vs previous 13F +45,655 shares

    0.02% of the 13F portfolio, value $3,884,836.

    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 64,246 shares
    Change vs previous 13F +56,349 shares

    0.01% of the 13F portfolio, value $2,234,482.

    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 7,897 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $263,549.

    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).