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Disclosery

AE Wealth Management LLC: SPIB position timeline

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

AE Wealth Management LLC held 19,586 SPIB 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 19,586 shares
    Change vs previous 13F +1,830 shares

    <0.01% of the 13F portfolio, value $655,349.

    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 17,756 shares
    Change vs previous 13F -14,233 shares

    <0.01% of the 13F portfolio, value $595,548.

    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 31,989 shares
    Change vs previous 13F -8,807 shares

    0.01% of the 13F portfolio, value $1,081,557.

    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 40,796 shares
    Change vs previous 13F +11,283 shares

    0.01% of the 13F portfolio, value $1,382,589.

    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 29,513 shares
    Change vs previous 13F +1,529 shares

    0.01% of the 13F portfolio, value $991,052.

    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 27,984 shares
    Change vs previous 13F -5,230 shares

    0.01% of the 13F portfolio, value $930,205.

    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 33,214 shares
    Change vs previous 13F +11,909 shares

    0.01% of the 13F portfolio, value $1,088,105.

    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 21,305 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $718,204.

    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).