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Disclosery

AE Wealth Management LLC: SIXO position timeline

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

AE Wealth Management LLC held 26,990 SIXO 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 26,990 shares
    Change vs previous 13F -3,890,173 shares

    <0.01% of the 13F portfolio, value $968,114.

    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 3,917,163 shares
    Change vs previous 13F -15,143 shares

    0.72% of the 13F portfolio, value $132,321,754.

    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 3,932,306 shares
    Change vs previous 13F +3,921,306 shares

    0.78% of the 13F portfolio, value $136,568,970.

    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 11,000 shares
    Change vs previous 13F -1,532,386 shares

    <0.01% of the 13F portfolio, value $372,921.

    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 1,543,386 shares
    Change vs previous 13F -55,144 shares

    0.37% of the 13F portfolio, value $51,101,527.

    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 1,598,530 shares
    Change vs previous 13F -77,118 shares

    0.42% of the 13F portfolio, value $50,481,563.

    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 1,675,648 shares
    Change vs previous 13F +1,470,515 shares

    0.46% of the 13F portfolio, value $54,292,489.

    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 205,133 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,516,070.

    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).