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Disclosery

AE Wealth Management LLC: RULE position timeline

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

AE Wealth Management LLC held 115,515 RULE 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 115,515 shares
    Change vs previous 13F -1,907 shares

    0.02% of the 13F portfolio, value $3,974,657.

    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 117,422 shares
    Change vs previous 13F -3,776 shares

    0.01% of the 13F portfolio, value $2,772,466.

    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 121,198 shares
    Change vs previous 13F -23,319 shares

    0.02% of the 13F portfolio, value $2,778,337.

    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 144,517 shares
    Change vs previous 13F -13,812 shares

    0.02% of the 13F portfolio, value $3,299,104.

    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 158,329 shares
    Change vs previous 13F -38,877 shares

    0.03% of the 13F portfolio, value $3,576,339.

    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 197,206 shares
    Change vs previous 13F -158,525 shares

    0.03% of the 13F portfolio, value $4,066,391.

    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 355,731 shares
    Change vs previous 13F -47,453 shares

    0.07% of the 13F portfolio, value $7,796,049.

    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 403,184 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,821,669.

    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).