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Disclosery

AE Wealth Management LLC: RSP position timeline

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

AE Wealth Management LLC held 12,986 RSP 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 12,986 shares
    Change vs previous 13F -11,988 shares

    0.01% of the 13F portfolio, value $2,763,137.

    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 24,974 shares
    Change vs previous 13F +6,973 shares

    0.03% of the 13F portfolio, value $4,792,868.

    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 18,001 shares
    Change vs previous 13F +8,205 shares

    0.02% of the 13F portfolio, value $3,448,217.

    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 9,796 shares
    Change vs previous 13F +537 shares

    0.01% of the 13F portfolio, value $1,858,288.

    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 9,259 shares
    Change vs previous 13F -88 shares

    0.01% of the 13F portfolio, value $1,682,607.

    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 9,347 shares
    Change vs previous 13F +1,051 shares

    0.01% of the 13F portfolio, value $1,619,122.

    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 8,296 shares
    Change vs previous 13F -4,385 shares

    0.01% of the 13F portfolio, value $1,453,731.

    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 12,681 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,271,889.

    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).