Skip to content
Disclosery

AE Wealth Management LLC: SPSB position timeline

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

AE Wealth Management LLC held 9,534 SPSB 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 9,534 shares
    Change vs previous 13F -994 shares

    <0.01% of the 13F portfolio, value $286,120.

    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 10,528 shares
    Change vs previous 13F -5,005 shares

    <0.01% of the 13F portfolio, value $316,578.

    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 15,533 shares
    Change vs previous 13F -5,835 shares

    <0.01% of the 13F portfolio, value $469,099.

    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 21,368 shares
    Change vs previous 13F +14,775 shares

    <0.01% of the 13F portfolio, value $647,229.

    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 6,593 shares
    Change vs previous 13F -6,670 shares

    <0.01% of the 13F portfolio, value $199,030.

    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 13,263 shares
    Change vs previous 13F -37,339 shares

    <0.01% of the 13F portfolio, value $399,231.

    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 50,602 shares
    Change vs previous 13F -93,068 shares

    0.01% of the 13F portfolio, value $1,510,982.

    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 143,670 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,350,329.

    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).