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Disclosery

AE Wealth Management LLC: SMBS position timeline

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

AE Wealth Management LLC held 2,543 SMBS 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 2,543 shares
    Change vs previous 13F +2,299 shares

    <0.01% of the 13F portfolio, value $64,643.

    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 244 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $6,234.

    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 246 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $6,317.

    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 206 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,296.

    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).