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Disclosery

AE Wealth Management LLC: SEPT position timeline

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

AE Wealth Management LLC held 21,149 SEPT 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 21,149 shares
    Change vs previous 13F -1,275,435 shares

    <0.01% of the 13F portfolio, value $793,933.

    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 1,296,584 shares
    Change vs previous 13F -1,041 shares

    0.24% of the 13F portfolio, value $44,538,960.

    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 1,297,625 shares
    Change vs previous 13F -8,950 shares

    0.26% of the 13F portfolio, value $45,629,167.

    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 1,306,575 shares
    Change vs previous 13F +1,303,081 shares

    0.29% of the 13F portfolio, value $45,038,816.

    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 3,494 shares
    Change vs previous 13F -904 shares

    <0.01% of the 13F portfolio, value $112,505.

    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 4,398 shares
    Change vs previous 13F -8,232 shares

    <0.01% of the 13F portfolio, value $131,313.

    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 12,630 shares
    Change vs previous 13F -1,509,751 shares

    <0.01% of the 13F portfolio, value $386,352.

    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 1,522,381 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $45,776,170.

    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).