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Disclosery

AE Wealth Management LLC: SPLB position timeline

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

AE Wealth Management LLC held 33,049 SPLB 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 33,049 shares
    Change vs previous 13F +1,150 shares

    <0.01% of the 13F portfolio, value $740,299.

    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 31,899 shares
    Change vs previous 13F +21,887 shares

    <0.01% of the 13F portfolio, value $708,780.

    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 10,012 shares
    Change vs previous 13F +9,217 shares

    <0.01% of the 13F portfolio, value $226,056.

    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 795 shares
    Change vs previous 13F -41,717 shares

    <0.01% of the 13F portfolio, value $18,370.

    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 42,512 shares
    Change vs previous 13F +10,240 shares

    0.01% of the 13F portfolio, value $959,481.

    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 32,272 shares
    Change vs previous 13F +272 shares

    0.01% of the 13F portfolio, value $728,367.

    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 32,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $711,351.

    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).