Skip to content
Disclosery

AE Wealth Management LLC: SIXD position timeline

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

AE Wealth Management LLC held 4,998,493 SIXD 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 4,998,493 shares
    Change vs previous 13F +4,991,113 shares

    0.72% of the 13F portfolio, value $154,128,579.

    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 7,380 shares
    Change vs previous 13F -844 shares

    <0.01% of the 13F portfolio, value $208,706.

    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 8,224 shares
    Change vs previous 13F -3,541 shares

    <0.01% of the 13F portfolio, value $237,603.

    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 11,765 shares
    Change vs previous 13F -2,280,141 shares

    <0.01% of the 13F portfolio, value $333,406.

    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 2,291,906 shares
    Change vs previous 13F -30,888 shares

    0.46% of the 13F portfolio, value $62,880,962.

    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 2,322,794 shares
    Change vs previous 13F -17,541 shares

    0.51% of the 13F portfolio, value $60,915,287.

    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 2,340,335 shares
    Change vs previous 13F -1,199,175 shares

    0.53% of the 13F portfolio, value $62,147,362.

    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 3,539,510 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $93,011,244.

    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).