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AE Wealth Management LLC: QQQ position timeline

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

AE Wealth Management LLC held 75,997 QQQ 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 75,997 shares
    Change vs previous 13F +2,025 shares

    0.26% of the 13F portfolio, value $55,964,942.

    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 73,972 shares
    Change vs previous 13F -3,905 shares

    0.23% of the 13F portfolio, value $42,695,294.

    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 77,877 shares
    Change vs previous 13F +1,606 shares

    0.27% of the 13F portfolio, value $47,840,191.

    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 76,271 shares
    Change vs previous 13F +5,605 shares

    0.29% of the 13F portfolio, value $45,790,684.

    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 70,666 shares
    Change vs previous 13F -8,992 shares

    0.28% of the 13F portfolio, value $38,982,193.

    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 79,658 shares
    Change vs previous 13F +11,944 shares

    0.31% of the 13F portfolio, value $37,353,109.

    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 67,714 shares
    Change vs previous 13F -21,266 shares

    0.29% of the 13F portfolio, value $34,617,767.

    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 88,980 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $43,428,368.

    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).