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AE Wealth Management LLC: SPTL position timeline

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

AE Wealth Management LLC held 339,937 SPTL 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 339,937 shares
    Change vs previous 13F -476,019 shares

    0.04% of the 13F portfolio, value $8,916,556.

    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 815,956 shares
    Change vs previous 13F -381,148 shares

    0.12% of the 13F portfolio, value $21,459,618.

    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 1,197,104 shares
    Change vs previous 13F +52,848 shares

    0.18% of the 13F portfolio, value $31,687,309.

    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 1,144,256 shares
    Change vs previous 13F +398,075 shares

    0.2% of the 13F portfolio, value $30,837,702.

    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 746,181 shares
    Change vs previous 13F -563,734 shares

    0.14% of the 13F portfolio, value $19,833,507.

    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 1,309,915 shares
    Change vs previous 13F +27,257 shares

    0.3% of the 13F portfolio, value $35,708,285.

    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 1,282,658 shares
    Change vs previous 13F -24 shares

    0.28% of the 13F portfolio, value $33,592,823.

    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 1,282,682 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $37,287,556.

    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).