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Disclosery

AE Wealth Management LLC: SPD position timeline

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

AE Wealth Management LLC held 179,266 SPD 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 179,266 shares
    Change vs previous 13F -2,117 shares

    0.03% of the 13F portfolio, value $7,435,976.

    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 181,383 shares
    Change vs previous 13F -897 shares

    0.04% of the 13F portfolio, value $6,596,739.

    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 182,280 shares
    Change vs previous 13F -2,660 shares

    0.04% of the 13F portfolio, value $7,156,330.

    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 184,940 shares
    Change vs previous 13F -339 shares

    0.05% of the 13F portfolio, value $7,306,981.

    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 185,279 shares
    Change vs previous 13F +182,555 shares

    0.05% of the 13F portfolio, value $7,043,653.

    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 2,724 shares
    Change vs previous 13F -144,905 shares

    <0.01% of the 13F portfolio, value $84,248.

    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 147,629 shares
    Change vs previous 13F -2,541 shares

    0.04% of the 13F portfolio, value $4,926,653.

    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 150,170 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,026,202.

    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).