Skip to content
Disclosery

AE Wealth Management LLC: SPSM position timeline

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

AE Wealth Management LLC held 137,862 SPSM 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 137,862 shares
    Change vs previous 13F +37,186 shares

    0.04% of the 13F portfolio, value $7,950,509.

    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 100,676 shares
    Change vs previous 13F +4,970 shares

    0.03% of the 13F portfolio, value $4,864,707.

    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 95,706 shares
    Change vs previous 13F -10,601 shares

    0.03% of the 13F portfolio, value $4,484,798.

    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 106,307 shares
    Change vs previous 13F +35,647 shares

    0.03% of the 13F portfolio, value $4,924,186.

    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 70,660 shares
    Change vs previous 13F +13,521 shares

    0.02% of the 13F portfolio, value $3,010,137.

    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 57,139 shares
    Change vs previous 13F -13,631 shares

    0.02% of the 13F portfolio, value $2,328,965.

    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 70,770 shares
    Change vs previous 13F +28,712 shares

    0.03% of the 13F portfolio, value $3,178,983.

    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 42,058 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,914,055.

    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).