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AE Wealth Management LLC: SCMB position timeline

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

AE Wealth Management LLC held 7,925 SCMB 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 7,925 shares
    Change vs previous 13F +3,471 shares

    <0.01% of the 13F portfolio, value $204,624.

    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 4,454 shares
    Change vs previous 13F -6,408 shares

    <0.01% of the 13F portfolio, value $113,488.

    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 10,862 shares
    Change vs previous 13F +10,222 shares

    <0.01% of the 13F portfolio, value $279,805.

    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 640 shares
    Change vs previous 13F -32 shares

    <0.01% of the 13F portfolio, value $16,390.

    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 672 shares
    Change vs previous 13F -298 shares

    <0.01% of the 13F portfolio, value $16,921.

    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 970 shares
    Change vs previous 13F +774 shares

    <0.01% of the 13F portfolio, value $24,609.

    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 196 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,033.

    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).