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
- period ended2026-06-3013F 5,954,904 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,492,991 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,279,478 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,162,037 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,248,695 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).