Skip to content
Disclosery

AE Wealth Management LLC: SMH position timeline

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

AE Wealth Management LLC held 50,409 SMH 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 50,409 shares
    Change vs previous 13F +18,561 shares

    0.15% of the 13F portfolio, value $33,062,643.

    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 31,848 shares
    Change vs previous 13F +9,119 shares

    0.07% of the 13F portfolio, value $12,210,610.

    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 22,729 shares
    Change vs previous 13F -23,710 shares

    0.05% of the 13F portfolio, value $8,185,437.

    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 46,439 shares
    Change vs previous 13F -3,070 shares

    0.1% of the 13F portfolio, value $15,155,900.

    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 49,509 shares
    Change vs previous 13F +31,089 shares

    0.1% of the 13F portfolio, value $13,807,008.

    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 18,420 shares
    Change vs previous 13F +1,709 shares

    0.03% of the 13F portfolio, value $3,895,313.

    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 16,711 shares
    Change vs previous 13F -19,405 shares

    0.03% of the 13F portfolio, value $4,046,944.

    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 36,116 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,864,744.

    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).