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Disclosery

AE Wealth Management LLC: SPAB position timeline

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

AE Wealth Management LLC held 211,560 SPAB 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 211,560 shares
    Change vs previous 13F +2,285 shares

    0.03% of the 13F portfolio, value $5,398,998.

    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 209,275 shares
    Change vs previous 13F +18,031 shares

    0.03% of the 13F portfolio, value $5,361,610.

    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 191,244 shares
    Change vs previous 13F +772 shares

    0.03% of the 13F portfolio, value $4,924,516.

    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 190,472 shares
    Change vs previous 13F -15,361 shares

    0.03% of the 13F portfolio, value $4,923,700.

    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 205,833 shares
    Change vs previous 13F +14,341 shares

    0.04% of the 13F portfolio, value $5,269,320.

    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 191,492 shares
    Change vs previous 13F -12,697 shares

    0.04% of the 13F portfolio, value $4,890,690.

    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 204,189 shares
    Change vs previous 13F +5,868 shares

    0.04% of the 13F portfolio, value $5,102,673.

    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 198,321 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,184,103.

    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).