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Disclosery

AE Wealth Management LLC: SIXP position timeline

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

AE Wealth Management LLC held 12,690 SIXP 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 12,690 shares
    Change vs previous 13F -3,343 shares

    <0.01% of the 13F portfolio, value $428,290.

    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 16,033 shares
    Change vs previous 13F -8,587 shares

    <0.01% of the 13F portfolio, value $501,217.

    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 24,620 shares
    Change vs previous 13F -4,363,821 shares

    <0.01% of the 13F portfolio, value $776,856.

    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 4,388,441 shares
    Change vs previous 13F +3,988,248 shares

    0.86% of the 13F portfolio, value $135,208,293.

    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 400,193 shares
    Change vs previous 13F +398,599 shares

    0.09% of the 13F portfolio, value $11,709,009.

    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 1,594 shares
    Change vs previous 13F -497 shares

    <0.01% of the 13F portfolio, value $43,824.

    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 2,091 shares
    Change vs previous 13F -253,687 shares

    <0.01% of the 13F portfolio, value $58,173.

    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 255,778 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,963,535.

    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).