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AE Wealth Management LLC: QUAL position timeline

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

AE Wealth Management LLC held 73,287 QUAL 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 73,287 shares
    Change vs previous 13F -228,684 shares

    0.07% of the 13F portfolio, value $16,081,381.

    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 301,971 shares
    Change vs previous 13F -22,515 shares

    0.31% of the 13F portfolio, value $57,921,100.

    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 324,486 shares
    Change vs previous 13F -152,707 shares

    0.37% of the 13F portfolio, value $64,449,757.

    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 477,193 shares
    Change vs previous 13F +3,362 shares

    0.59% of the 13F portfolio, value $92,814,321.

    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 473,831 shares
    Change vs previous 13F -25,563 shares

    0.63% of the 13F portfolio, value $86,625,984.

    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 499,394 shares
    Change vs previous 13F +12,112 shares

    0.72% of the 13F portfolio, value $85,341,488.

    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 487,282 shares
    Change vs previous 13F +22,123 shares

    0.74% of the 13F portfolio, value $86,775,299.

    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 465,159 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $83,402,952.

    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).