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AE Wealth Management LLC: SPMD position timeline

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

AE Wealth Management LLC held 80,847 SPMD 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 80,847 shares
    Change vs previous 13F +7,347 shares

    0.03% of the 13F portfolio, value $5,462,061.

    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 73,500 shares
    Change vs previous 13F +6,868 shares

    0.02% of the 13F portfolio, value $4,352,694.

    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 66,632 shares
    Change vs previous 13F +3,513 shares

    0.02% of the 13F portfolio, value $3,858,709.

    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 63,119 shares
    Change vs previous 13F +5,974 shares

    0.02% of the 13F portfolio, value $3,609,793.

    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 57,145 shares
    Change vs previous 13F +5,652 shares

    0.02% of the 13F portfolio, value $3,107,572.

    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 51,493 shares
    Change vs previous 13F -1,488 shares

    0.02% of the 13F portfolio, value $2,635,452.

    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 52,981 shares
    Change vs previous 13F +34,136 shares

    0.02% of the 13F portfolio, value $2,897,505.

    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 18,845 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,030,479.

    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).