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Disclosery

AE Wealth Management LLC: SIXF position timeline

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

AE Wealth Management LLC held 2,005 SIXF 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 2,005 shares
    Change vs previous 13F -2,067 shares

    <0.01% of the 13F portfolio, value $68,311.

    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 4,072 shares
    Change vs previous 13F -1,367 shares

    <0.01% of the 13F portfolio, value $127,881.

    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 5,439 shares
    Change vs previous 13F -527,412 shares

    <0.01% of the 13F portfolio, value $173,545.

    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 532,851 shares
    Change vs previous 13F -3,791 shares

    0.11% of the 13F portfolio, value $16,571,569.

    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 536,642 shares
    Change vs previous 13F -3,315 shares

    0.12% of the 13F portfolio, value $15,889,970.

    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 539,957 shares
    Change vs previous 13F +539,699 shares

    0.13% of the 13F portfolio, value $15,054,001.

    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 258 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,277.

    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).