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AE Wealth Management LLC: SMB position timeline

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

AE Wealth Management LLC held 5,971 SMB 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 5,971 shares
    Change vs previous 13F +2,779 shares

    <0.01% of the 13F portfolio, value $103,597.

    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 3,192 shares
    Change vs previous 13F +741 shares

    <0.01% of the 13F portfolio, value $55,221.

    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 2,451 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $42,672.

    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 2,501 shares
    Change vs previous 13F +1,957 shares

    <0.01% of the 13F portfolio, value $43,567.

    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 544 shares
    Change vs previous 13F -21 shares

    <0.01% of the 13F portfolio, value $9,389.

    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 565 shares
    Change vs previous 13F +486 shares

    <0.01% of the 13F portfolio, value $9,681.

    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 79 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,350.

    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).