AE Wealth Management LLC: RSPT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on RSPT, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 3,615 RSPT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 3,615 sharesChange vs previous 13F -890 shares
<0.01% of the 13F portfolio, value $233,202.
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 4,505 sharesChange vs previous 13F -13 shares
<0.01% of the 13F portfolio, value $203,896.
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 4,518 sharesChange vs previous 13F -4,193 shares
<0.01% of the 13F portfolio, value $205,614.
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 8,711 sharesChange vs previous 13F -1,710 shares
<0.01% of the 13F portfolio, value $388,336.
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 10,421 sharesChange vs previous 13F -73 shares
<0.01% of the 13F portfolio, value $424,968.
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 10,494 sharesChange vs previous 13F +1,765 shares
<0.01% of the 13F portfolio, value $358,895.
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 8,729 sharesChange vs previous 13F +387 shares
<0.01% of the 13F portfolio, value $326,639.
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).
- period ended2024-09-3013F 8,342 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $314,493.
13F-HR 0001697723-24-000005 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).