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AE Wealth Management LLC: R position timeline

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

AE Wealth Management LLC held 5,278 R 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 5,278 shares
    Change vs previous 13F +521 shares

    0.01% of the 13F portfolio, value $1,392,437.

    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 4,757 shares
    Change vs previous 13F -174,427 shares

    0.01% of the 13F portfolio, value $973,767.

    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 179,184 shares
    Change vs previous 13F +38,286 shares

    0.2% of the 13F portfolio, value $34,293,947.

    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 140,898 shares
    Change vs previous 13F +16,702 shares

    0.17% of the 13F portfolio, value $26,579,589.

    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 124,196 shares
    Change vs previous 13F +5,072 shares

    0.14% of the 13F portfolio, value $19,747,314.

    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 119,124 shares
    Change vs previous 13F +13,389 shares

    0.14% of the 13F portfolio, value $17,131,577.

    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 105,735 shares
    Change vs previous 13F +16,680 shares

    0.14% of the 13F portfolio, value $16,585,717.

    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 89,055 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $12,984,318.

    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).