Skip to content
Disclosery

AE Wealth Management LLC: SHYG position timeline

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

AE Wealth Management LLC held 9,087 SHYG 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 9,087 shares
    Change vs previous 13F +1,928 shares

    <0.01% of the 13F portfolio, value $385,351.

    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 7,159 shares
    Change vs previous 13F -4,769 shares

    <0.01% of the 13F portfolio, value $302,898.

    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 11,928 shares
    Change vs previous 13F -11,737 shares

    <0.01% of the 13F portfolio, value $511,356.

    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 23,665 shares
    Change vs previous 13F +20,579 shares

    0.01% of the 13F portfolio, value $1,024,689.

    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 3,086 shares
    Change vs previous 13F -3,076 shares

    <0.01% of the 13F portfolio, value $133,118.

    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 6,162 shares
    Change vs previous 13F -7,902 shares

    <0.01% of the 13F portfolio, value $262,029.

    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 14,064 shares
    Change vs previous 13F -1,136 shares

    0.01% of the 13F portfolio, value $599,255.

    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 15,200 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $660,001.

    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).