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AE Wealth Management LLC: SEIC position timeline

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

AE Wealth Management LLC held 6,381 SEIC 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 6,381 shares
    Change vs previous 13F +1,154 shares

    <0.01% of the 13F portfolio, value $559,665.

    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 5,227 shares
    Change vs previous 13F +977 shares

    <0.01% of the 13F portfolio, value $410,240.

    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 4,250 shares
    Change vs previous 13F +114 shares

    <0.01% of the 13F portfolio, value $348,645.

    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 4,136 shares
    Change vs previous 13F +459 shares

    <0.01% of the 13F portfolio, value $351,027.

    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 3,677 shares
    Change vs previous 13F -177 shares

    <0.01% of the 13F portfolio, value $330,481.

    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 3,854 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $299,185.

    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).