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Disclosery

AE Wealth Management LLC: SCI position timeline

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

AE Wealth Management LLC held 41,161 SCI 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 41,161 shares
    Change vs previous 13F +3,280 shares

    0.01% of the 13F portfolio, value $3,126,634.

    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 37,881 shares
    Change vs previous 13F +31,739 shares

    0.02% of the 13F portfolio, value $3,125,615.

    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 6,142 shares
    Change vs previous 13F +770 shares

    <0.01% of the 13F portfolio, value $479,128.

    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 5,372 shares
    Change vs previous 13F -3,770 shares

    <0.01% of the 13F portfolio, value $447,086.

    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 9,142 shares
    Change vs previous 13F -591 shares

    0.01% of the 13F portfolio, value $744,299.

    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 9,733 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $780,640.

    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 9,724 shares
    Change vs previous 13F +2,574 shares

    0.01% of the 13F portfolio, value $776,199.

    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 7,150 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $564,276.

    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).