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Disclosery

AE Wealth Management LLC: SON position timeline

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

AE Wealth Management LLC held 11,175 SON 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 11,175 shares
    Change vs previous 13F +635 shares

    <0.01% of the 13F portfolio, value $629,837.

    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 10,540 shares
    Change vs previous 13F +59 shares

    <0.01% of the 13F portfolio, value $570,057.

    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 10,481 shares
    Change vs previous 13F -1,979 shares

    <0.01% of the 13F portfolio, value $457,374.

    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 12,460 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $536,886.

    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 12,515 shares
    Change vs previous 13F -221,957 shares

    <0.01% of the 13F portfolio, value $545,230.

    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 234,472 shares
    Change vs previous 13F +26,571 shares

    0.09% of the 13F portfolio, value $11,076,369.

    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 207,901 shares
    Change vs previous 13F +22,189 shares

    0.09% of the 13F portfolio, value $10,155,925.

    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 185,712 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $10,145,511.

    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).