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Disclosery

AE Wealth Management LLC: ROE position timeline

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

AE Wealth Management LLC held 35,362 ROE 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 35,362 shares
    Change vs previous 13F -1,410 shares

    0.01% of the 13F portfolio, value $1,507,497.

    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 36,772 shares
    Change vs previous 13F -257 shares

    0.01% of the 13F portfolio, value $1,302,848.

    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 37,029 shares
    Change vs previous 13F -1,164 shares

    0.01% of the 13F portfolio, value $1,306,017.

    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 38,193 shares
    Change vs previous 13F -393 shares

    0.01% of the 13F portfolio, value $1,320,492.

    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 38,586 shares
    Change vs previous 13F +634 shares

    0.01% of the 13F portfolio, value $1,242,857.

    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 37,952 shares
    Change vs previous 13F +10,462 shares

    0.01% of the 13F portfolio, value $1,110,855.

    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 27,490 shares
    Change vs previous 13F -835 shares

    0.01% of the 13F portfolio, value $835,698.

    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 28,325 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $872,527.

    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).