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Disclosery

AE Wealth Management LLC: SOUN position timeline

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

AE Wealth Management LLC held 31,815 SOUN 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 31,815 shares
    Change vs previous 13F +3,898 shares

    <0.01% of the 13F portfolio, value $205,842.

    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 27,917 shares
    Change vs previous 13F +369 shares

    <0.01% of the 13F portfolio, value $191,789.

    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 27,548 shares
    Change vs previous 13F -172 shares

    <0.01% of the 13F portfolio, value $274,654.

    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 27,720 shares
    Change vs previous 13F +11,199 shares

    <0.01% of the 13F portfolio, value $445,739.

    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 16,521 shares
    Change vs previous 13F -2,086 shares

    <0.01% of the 13F portfolio, value $177,274.

    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 18,607 shares
    Change vs previous 13F -2,432 shares

    <0.01% of the 13F portfolio, value $151,092.

    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 21,039 shares
    Change vs previous 13F +6,565 shares

    <0.01% of the 13F portfolio, value $417,421.

    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 14,474 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $67,451.

    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).