Skip to content
Disclosery

AE Wealth Management LLC: SPDW position timeline

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

AE Wealth Management LLC held 243,217 SPDW 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 243,217 shares
    Change vs previous 13F -1,366 shares

    0.06% of the 13F portfolio, value $12,255,708.

    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 244,583 shares
    Change vs previous 13F +12,403 shares

    0.06% of the 13F portfolio, value $11,165,211.

    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 232,180 shares
    Change vs previous 13F +29,031 shares

    0.06% of the 13F portfolio, value $10,311,108.

    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 203,149 shares
    Change vs previous 13F +52,730 shares

    0.06% of the 13F portfolio, value $8,692,771.

    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 150,419 shares
    Change vs previous 13F -69,327 shares

    0.04% of the 13F portfolio, value $6,090,489.

    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 219,746 shares
    Change vs previous 13F +54,412 shares

    0.07% of the 13F portfolio, value $8,000,987.

    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 165,334 shares
    Change vs previous 13F +20,983 shares

    0.05% of the 13F portfolio, value $5,642,870.

    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 144,351 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,421,841.

    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).