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Disclosery

AE Wealth Management LLC: SLB position timeline

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

AE Wealth Management LLC held 89,264 SLB 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 89,264 shares
    Change vs previous 13F +9,735 shares

    0.02% of the 13F portfolio, value $4,149,933.

    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 79,529 shares
    Change vs previous 13F +36,426 shares

    0.02% of the 13F portfolio, value $4,087,050.

    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 43,103 shares
    Change vs previous 13F +1,688 shares

    0.01% of the 13F portfolio, value $1,654,330.

    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 41,415 shares
    Change vs previous 13F +3,579 shares

    0.01% of the 13F portfolio, value $1,423,459.

    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 37,836 shares
    Change vs previous 13F +16,040 shares

    0.01% of the 13F portfolio, value $1,278,895.

    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 21,796 shares
    Change vs previous 13F +5,508 shares

    0.01% of the 13F portfolio, value $911,113.

    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 16,288 shares
    Change vs previous 13F +2,123 shares

    0.01% of the 13F portfolio, value $624,493.

    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 14,165 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $594,231.

    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).