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AE Wealth Management LLC: PTF position timeline

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

AE Wealth Management LLC held 330 PTF 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 330 shares
    Change vs previous 13F -170 shares

    <0.01% of the 13F portfolio, value $44,982.

    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 500 shares
    Change vs previous 13F +330 shares

    <0.01% of the 13F portfolio, value $43,163.

    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 170 shares
    Change vs previous 13F -526 shares

    <0.01% of the 13F portfolio, value $13,003.

    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 696 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $52,072.

    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 673 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $45,959.

    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 671 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $39,562.

    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).