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Disclosery

AE Wealth Management LLC: SNAV position timeline

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

AE Wealth Management LLC held 84,778 SNAV 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 84,778 shares
    Change vs previous 13F -3,160 shares

    0.02% of the 13F portfolio, value $3,269,618.

    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 87,938 shares
    Change vs previous 13F -785 shares

    0.02% of the 13F portfolio, value $3,058,690.

    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 88,723 shares
    Change vs previous 13F -14,706 shares

    0.02% of the 13F portfolio, value $3,100,149.

    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 103,429 shares
    Change vs previous 13F -10,375 shares

    0.02% of the 13F portfolio, value $3,578,514.

    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 113,804 shares
    Change vs previous 13F -28,734 shares

    0.03% of the 13F portfolio, value $3,674,569.

    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 142,538 shares
    Change vs previous 13F -113,839 shares

    0.04% of the 13F portfolio, value $4,249,172.

    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 256,377 shares
    Change vs previous 13F -954,753 shares

    0.07% of the 13F portfolio, value $7,753,470.

    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 1,211,130 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $37,553,397.

    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).