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Disclosery

AE Wealth Management LLC: SPMB position timeline

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

AE Wealth Management LLC held 39,465 SPMB 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 39,465 shares
    Change vs previous 13F +4,328 shares

    <0.01% of the 13F portfolio, value $880,466.

    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 35,137 shares
    Change vs previous 13F -4,555 shares

    <0.01% of the 13F portfolio, value $786,732.

    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 39,692 shares
    Change vs previous 13F -18,028 shares

    0.01% of the 13F portfolio, value $889,710.

    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 57,720 shares
    Change vs previous 13F +25,067 shares

    0.01% of the 13F portfolio, value $1,295,240.

    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 32,653 shares
    Change vs previous 13F -11,687 shares

    0.01% of the 13F portfolio, value $721,643.

    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 44,340 shares
    Change vs previous 13F +3,771 shares

    0.01% of the 13F portfolio, value $977,701.

    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 40,569 shares
    Change vs previous 13F -115,438 shares

    0.01% of the 13F portfolio, value $874,281.

    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 156,007 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,514,840.

    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).