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AE Wealth Management LLC: SPMO position timeline

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

AE Wealth Management LLC held 107,973 SPMO 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 107,973 shares
    Change vs previous 13F +5,087 shares

    0.08% of the 13F portfolio, value $17,441,853.

    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 102,886 shares
    Change vs previous 13F +31,645 shares

    0.06% of the 13F portfolio, value $11,534,546.

    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 71,241 shares
    Change vs previous 13F +17,180 shares

    0.05% of the 13F portfolio, value $8,500,531.

    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 54,061 shares
    Change vs previous 13F +1,809 shares

    0.04% of the 13F portfolio, value $6,544,632.

    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 52,252 shares
    Change vs previous 13F +9,203 shares

    0.04% of the 13F portfolio, value $5,876,788.

    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 43,049 shares
    Change vs previous 13F +6,067 shares

    0.03% of the 13F portfolio, value $3,983,334.

    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 36,982 shares
    Change vs previous 13F +25,995 shares

    0.03% of the 13F portfolio, value $3,513,632.

    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 10,987 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $995,862.

    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).