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Disclosery

AE Wealth Management LLC: SHLD position timeline

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

AE Wealth Management LLC held 413,512 SHLD 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 413,512 shares
    Change vs previous 13F -41,503 shares

    0.12% of the 13F portfolio, value $24,690,825.

    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 455,015 shares
    Change vs previous 13F +51,761 shares

    0.17% of the 13F portfolio, value $32,233,297.

    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 403,254 shares
    Change vs previous 13F +11,398 shares

    0.15% of the 13F portfolio, value $26,126,804.

    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 391,856 shares
    Change vs previous 13F +246,209 shares

    0.18% of the 13F portfolio, value $27,523,941.

    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 145,647 shares
    Change vs previous 13F +143,367 shares

    0.06% of the 13F portfolio, value $8,775,232.

    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 2,280 shares
    Change vs previous 13F +1,645 shares

    <0.01% of the 13F portfolio, value $106,134.

    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 635 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,755.

    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).