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Disclosery

AE Wealth Management LLC: SNY position timeline

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

AE Wealth Management LLC held 34,504 SNY 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 34,504 shares
    Change vs previous 13F +3,966 shares

    0.01% of the 13F portfolio, value $1,471,957.

    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 30,538 shares
    Change vs previous 13F +5,591 shares

    0.01% of the 13F portfolio, value $1,471,339.

    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 24,947 shares
    Change vs previous 13F +1,714 shares

    0.01% of the 13F portfolio, value $1,208,929.

    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 23,233 shares
    Change vs previous 13F +2,696 shares

    0.01% of the 13F portfolio, value $1,096,621.

    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 20,537 shares
    Change vs previous 13F +828 shares

    0.01% of the 13F portfolio, value $992,134.

    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 19,709 shares
    Change vs previous 13F +463 shares

    0.01% of the 13F portfolio, value $1,093,074.

    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 19,246 shares
    Change vs previous 13F +2,427 shares

    0.01% of the 13F portfolio, value $928,256.

    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 16,819 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $969,305.

    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).