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Disclosery

AE Wealth Management LLC: SPEM position timeline

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

AE Wealth Management LLC held 147,128 SPEM 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 147,128 shares
    Change vs previous 13F +21,287 shares

    0.04% of the 13F portfolio, value $7,618,312.

    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 125,841 shares
    Change vs previous 13F +18,394 shares

    0.03% of the 13F portfolio, value $5,903,211.

    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 107,447 shares
    Change vs previous 13F +7,260 shares

    0.03% of the 13F portfolio, value $5,029,613.

    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 100,187 shares
    Change vs previous 13F +25,346 shares

    0.03% of the 13F portfolio, value $4,689,778.

    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 74,841 shares
    Change vs previous 13F -20,657 shares

    0.02% of the 13F portfolio, value $3,198,692.

    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 95,498 shares
    Change vs previous 13F +11,691 shares

    0.03% of the 13F portfolio, value $3,759,747.

    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 83,807 shares
    Change vs previous 13F +6,431 shares

    0.03% of the 13F portfolio, value $3,215,686.

    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 77,376 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,194,096.

    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).