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AE Wealth Management LLC: SNA position timeline

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

AE Wealth Management LLC held 7,149 SNA 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 7,149 shares
    Change vs previous 13F +453 shares

    0.01% of the 13F portfolio, value $2,876,575.

    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 6,696 shares
    Change vs previous 13F +5,703 shares

    0.01% of the 13F portfolio, value $2,431,947.

    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 993 shares
    Change vs previous 13F +48 shares

    <0.01% of the 13F portfolio, value $342,109.

    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 945 shares
    Change vs previous 13F +70 shares

    <0.01% of the 13F portfolio, value $327,322.

    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 875 shares
    Change vs previous 13F -215 shares

    <0.01% of the 13F portfolio, value $272,150.

    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 1,090 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $367,594.

    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 1,028 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $349,161.

    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 1,009 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $292,295.

    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).