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Disclosery

AE Wealth Management LLC: PTY position timeline

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

AE Wealth Management LLC held 12,997 PTY 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 12,997 shares
    Change vs previous 13F -17,607 shares

    <0.01% of the 13F portfolio, value $156,354.

    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 30,604 shares
    Change vs previous 13F -56,743 shares

    <0.01% of the 13F portfolio, value $369,089.

    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 87,347 shares
    Change vs previous 13F +68,948 shares

    0.01% of the 13F portfolio, value $1,126,782.

    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 18,399 shares
    Change vs previous 13F +1,065 shares

    <0.01% of the 13F portfolio, value $265,674.

    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 17,334 shares
    Change vs previous 13F +170 shares

    <0.01% of the 13F portfolio, value $241,115.

    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 17,164 shares
    Change vs previous 13F -342 shares

    <0.01% of the 13F portfolio, value $248,197.

    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 17,506 shares
    Change vs previous 13F -106 shares

    <0.01% of the 13F portfolio, value $251,564.

    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 17,612 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $253,442.

    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).