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Disclosery

AE Wealth Management LLC: SILA position timeline

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

AE Wealth Management LLC held 15,536 SILA 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 15,536 shares
    Change vs previous 13F -11,306 shares

    <0.01% of the 13F portfolio, value $471,662.

    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 26,842 shares
    Change vs previous 13F -1,371 shares

    <0.01% of the 13F portfolio, value $635,610.

    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 28,213 shares
    Change vs previous 13F +1,730 shares

    <0.01% of the 13F portfolio, value $657,636.

    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 26,483 shares
    Change vs previous 13F +1,026 shares

    <0.01% of the 13F portfolio, value $664,713.

    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 25,457 shares
    Change vs previous 13F -3,342 shares

    <0.01% of the 13F portfolio, value $602,567.

    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 28,799 shares
    Change vs previous 13F -1,938 shares

    0.01% of the 13F portfolio, value $769,213.

    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 30,737 shares
    Change vs previous 13F -3,740 shares

    0.01% of the 13F portfolio, value $747,513.

    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 34,477 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $871,934.

    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).