AE Wealth Management LLC: RES position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on RES, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 13,644 RES shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 13,644 sharesChange vs previous 13F -2,313 shares
<0.01% of the 13F portfolio, value $79,544.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,957 sharesChange vs previous 13F +4,078 shares
<0.01% of the 13F portfolio, value $112,975.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,879 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $64,621.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).