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Disclosery

AE Wealth Management LLC: SPFF position timeline

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

AE Wealth Management LLC held 1,188 SPFF 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 1,188 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $11,140.

    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 1,173 shares
    Change vs previous 13F -3,416 shares

    <0.01% of the 13F portfolio, value $10,425.

    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 4,589 shares
    Change vs previous 13F -55,784 shares

    <0.01% of the 13F portfolio, value $42,769.

    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 60,373 shares
    Change vs previous 13F +10,337 shares

    <0.01% of the 13F portfolio, value $557,843.

    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 50,036 shares
    Change vs previous 13F +6,654 shares

    <0.01% of the 13F portfolio, value $448,818.

    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 43,382 shares
    Change vs previous 13F +9,764 shares

    <0.01% of the 13F portfolio, value $388,929.

    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 33,618 shares
    Change vs previous 13F +3,860 shares

    <0.01% of the 13F portfolio, value $311,305.

    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 29,758 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $290,017.

    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).