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AE Wealth Management LLC: SPHQ position timeline

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

AE Wealth Management LLC held 28,231 SPHQ 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 28,231 shares
    Change vs previous 13F -3,334 shares

    0.01% of the 13F portfolio, value $2,543,574.

    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 31,565 shares
    Change vs previous 13F +20,633 shares

    0.01% of the 13F portfolio, value $2,373,409.

    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 10,932 shares
    Change vs previous 13F +1,269 shares

    <0.01% of the 13F portfolio, value $820,447.

    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 9,663 shares
    Change vs previous 13F +851 shares

    <0.01% of the 13F portfolio, value $708,180.

    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 8,812 shares
    Change vs previous 13F +2,180 shares

    <0.01% of the 13F portfolio, value $627,950.

    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 6,632 shares
    Change vs previous 13F +1,192 shares

    <0.01% of the 13F portfolio, value $439,941.

    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 5,440 shares
    Change vs previous 13F -498 shares

    <0.01% of the 13F portfolio, value $364,665.

    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 5,938 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $399,481.

    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).