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Disclosery

AE Wealth Management LLC: PTL position timeline

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

AE Wealth Management LLC held 17,692 PTL 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 17,692 shares
    Change vs previous 13F +1,350 shares

    0.02% of the 13F portfolio, value $5,061,513.

    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 16,342 shares
    Change vs previous 13F +2,623 shares

    0.02% of the 13F portfolio, value $4,094,571.

    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 13,719 shares
    Change vs previous 13F +5,394 shares

    0.02% of the 13F portfolio, value $3,404,919.

    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 8,325 shares
    Change vs previous 13F +4,235 shares

    0.01% of the 13F portfolio, value $2,075,015.

    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 4,090 shares
    Change vs previous 13F +1,264 shares

    0.01% of the 13F portfolio, value $937,837.

    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 2,826 shares
    Change vs previous 13F +1,705 shares

    <0.01% of the 13F portfolio, value $580,751.

    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 1,121 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $239,105.

    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).