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Disclosery

AE Wealth Management LLC: SPTI position timeline

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

AE Wealth Management LLC held 465,318 SPTI 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 465,318 shares
    Change vs previous 13F +34,484 shares

    0.06% of the 13F portfolio, value $13,210,382.

    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 430,834 shares
    Change vs previous 13F +27,701 shares

    0.07% of the 13F portfolio, value $12,347,690.

    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 403,133 shares
    Change vs previous 13F +361,355 shares

    0.07% of the 13F portfolio, value $11,626,379.

    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 41,778 shares
    Change vs previous 13F +5,395 shares

    0.01% of the 13F portfolio, value $1,207,371.

    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 36,383 shares
    Change vs previous 13F +23,443 shares

    0.01% of the 13F portfolio, value $1,046,731.

    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 12,940 shares
    Change vs previous 13F +2,105 shares

    <0.01% of the 13F portfolio, value $369,821.

    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 10,835 shares
    Change vs previous 13F -536 shares

    <0.01% of the 13F portfolio, value $302,059.

    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 11,371 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $330,463.

    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).