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Disclosery

AE Wealth Management LLC: SPBW position timeline

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

AE Wealth Management LLC held 92,383 SPBW 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 92,383 shares
    Change vs previous 13F -353,898 shares

    0.01% of the 13F portfolio, value $2,651,706.

    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 446,281 shares
    Change vs previous 13F +68,612 shares

    0.07% of the 13F portfolio, value $12,148,304.

    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 377,669 shares
    Change vs previous 13F +101,016 shares

    0.06% of the 13F portfolio, value $10,356,364.

    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 276,653 shares
    Change vs previous 13F +58,986 shares

    0.05% of the 13F portfolio, value $7,439,199.

    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 217,667 shares
    Change vs previous 13F +213,545 shares

    0.04% of the 13F portfolio, value $5,658,994.

    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 4,122 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $101,455.

    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).