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AE Wealth Management LLC: QLTA position timeline

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

AE Wealth Management LLC held 1,308 QLTA 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 1,308 shares
    Change vs previous 13F -3,804 shares

    <0.01% of the 13F portfolio, value $62,162.

    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 5,112 shares
    Change vs previous 13F -60,082 shares

    <0.01% of the 13F portfolio, value $243,264.

    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 65,194 shares
    Change vs previous 13F +4,398 shares

    0.02% of the 13F portfolio, value $3,135,197.

    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 60,796 shares
    Change vs previous 13F +12,989 shares

    0.02% of the 13F portfolio, value $2,946,759.

    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 47,807 shares
    Change vs previous 13F +3,137 shares

    0.02% of the 13F portfolio, value $2,287,069.

    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 44,670 shares
    Change vs previous 13F +9,491 shares

    0.02% of the 13F portfolio, value $2,123,170.

    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 35,179 shares
    Change vs previous 13F +72 shares

    0.01% of the 13F portfolio, value $1,646,048.

    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 35,107 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,725,533.

    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).