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Disclosery

AE Wealth Management LLC: SEIX position timeline

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

AE Wealth Management LLC held 443,753 SEIX 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 443,753 shares
    Change vs previous 13F +51,697 shares

    0.05% of the 13F portfolio, value $10,263,971.

    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 392,056 shares
    Change vs previous 13F -40,884 shares

    0.05% of the 13F portfolio, value $9,040,941.

    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 432,940 shares
    Change vs previous 13F +58,158 shares

    0.06% of the 13F portfolio, value $10,107,018.

    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 374,782 shares
    Change vs previous 13F +42,893 shares

    0.06% of the 13F portfolio, value $8,841,105.

    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 331,889 shares
    Change vs previous 13F +23,079 shares

    0.06% of the 13F portfolio, value $7,819,256.

    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 308,810 shares
    Change vs previous 13F +25,723 shares

    0.06% of the 13F portfolio, value $7,290,991.

    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 283,087 shares
    Change vs previous 13F +36,208 shares

    0.06% of the 13F portfolio, value $6,774,340.

    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 246,879 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,875,718.

    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).