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AE Wealth Management LLC: QCLN position timeline

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

AE Wealth Management LLC held 1,909 QCLN 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 1,909 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $117,056.

    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 1,939 shares
    Change vs previous 13F -106 shares

    <0.01% of the 13F portfolio, value $90,102.

    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 2,045 shares
    Change vs previous 13F +290 shares

    <0.01% of the 13F portfolio, value $91,188.

    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 1,755 shares
    Change vs previous 13F +111 shares

    <0.01% of the 13F portfolio, value $73,645.

    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 1,644 shares
    Change vs previous 13F -929 shares

    <0.01% of the 13F portfolio, value $53,733.

    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 2,573 shares
    Change vs previous 13F -382 shares

    <0.01% of the 13F portfolio, value $73,640.

    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 2,955 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $100,252.

    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).