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Disclosery

AE Wealth Management LLC: SKOR position timeline

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

AE Wealth Management LLC held 1,492,093 SKOR 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 1,492,093 shares
    Change vs previous 13F +124,781 shares

    0.34% of the 13F portfolio, value $72,426,106.

    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 1,367,312 shares
    Change vs previous 13F +107,787 shares

    0.36% of the 13F portfolio, value $66,478,668.

    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 1,259,525 shares
    Change vs previous 13F +159,915 shares

    0.36% of the 13F portfolio, value $61,874,183.

    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 1,099,610 shares
    Change vs previous 13F +90,868 shares

    0.35% of the 13F portfolio, value $54,155,732.

    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 1,008,742 shares
    Change vs previous 13F +72,207 shares

    0.36% of the 13F portfolio, value $49,206,540.

    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 936,535 shares
    Change vs previous 13F +300,730 shares

    0.38% of the 13F portfolio, value $45,262,758.

    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 635,805 shares
    Change vs previous 13F +91,294 shares

    0.26% of the 13F portfolio, value $30,327,836.

    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 544,511 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $26,746,406.

    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).