Skip to content

AE Wealth Management LLC: SCEC position timeline

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

AE Wealth Management LLC held 5,954,904 SCEC 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 5,954,904 shares
    Change vs previous 13F +461,913 shares

    0.69% of the 13F portfolio, value $149,081,026.

    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 5,492,991 shares
    Change vs previous 13F +213,513 shares

    0.75% of the 13F portfolio, value $137,791,706.

    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 5,279,478 shares
    Change vs previous 13F +117,441 shares

    0.77% of the 13F portfolio, value $133,861,153.

    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 5,162,037 shares
    Change vs previous 13F -86,658 shares

    0.84% of the 13F portfolio, value $131,528,701.

    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 5,248,695 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $132,651,331.

    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).