AE Wealth Management LLC: RSPN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on RSPN, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 2,272 RSPN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 2,272 sharesChange vs previous 13F +300 shares
<0.01% of the 13F portfolio, value $145,397.
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 1,972 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $113,548.
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 1,972 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $111,674.
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).
- period ended2025-09-3013F 1,972 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $110,629.
13F-HR 0001697723-25-000007 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 ended2025-06-3013F 1,972 sharesChange vs previous 13F +225 shares
<0.01% of the 13F portfolio, value $105,561.
13F-HR 0001697723-25-000004 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 ended2025-03-3113F 1,747 sharesChange vs previous 13F -1 shares
<0.01% of the 13F portfolio, value $85,489.
13F-HR 0001697723-25-000003 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 ended2024-12-3113F 1,748 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $87,733.
13F-HR 0001697723-25-000001 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).