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Disclosery

AE Wealth Management LLC: SEPW position timeline

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

AE Wealth Management LLC held 31,540 SEPW 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 31,540 shares
    Change vs previous 13F -2,159,540 shares

    <0.01% of the 13F portfolio, value $1,053,203.

    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 2,191,080 shares
    Change vs previous 13F -2,255 shares

    0.37% of the 13F portfolio, value $69,213,159.

    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 2,193,335 shares
    Change vs previous 13F -281,610 shares

    0.4% of the 13F portfolio, value $70,007,751.

    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 2,474,945 shares
    Change vs previous 13F +2,470,096 shares

    0.5% of the 13F portfolio, value $77,725,903.

    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 4,849 shares
    Change vs previous 13F -122 shares

    <0.01% of the 13F portfolio, value $146,309.

    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 4,971 shares
    Change vs previous 13F -9,156 shares

    <0.01% of the 13F portfolio, value $141,913.

    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 14,127 shares
    Change vs previous 13F -3,176,932 shares

    <0.01% of the 13F portfolio, value $408,329.

    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 3,191,059 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $91,032,949.

    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).