Skip to content
Disclosery

AE Wealth Management LLC: SPHD position timeline

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

AE Wealth Management LLC held 1,490 SPHD 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 1,490 shares
    Change vs previous 13F +529 shares

    <0.01% of the 13F portfolio, value $75,752.

    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 961 shares
    Change vs previous 13F -510 shares

    <0.01% of the 13F portfolio, value $47,662.

    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 1,471 shares
    Change vs previous 13F -794 shares

    <0.01% of the 13F portfolio, value $70,596.

    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 2,265 shares
    Change vs previous 13F -643 shares

    <0.01% of the 13F portfolio, value $111,992.

    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 2,908 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $138,314.

    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 2,915 shares
    Change vs previous 13F +460 shares

    <0.01% of the 13F portfolio, value $146,420.

    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 2,455 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $118,622.

    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).