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Disclosery

AE Wealth Management LLC: SPTM position timeline

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

AE Wealth Management LLC held 39,499 SPTM 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 39,499 shares
    Change vs previous 13F -100 shares

    0.02% of the 13F portfolio, value $3,586,071.

    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 39,599 shares
    Change vs previous 13F +619 shares

    0.02% of the 13F portfolio, value $3,130,732.

    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 38,980 shares
    Change vs previous 13F -1,691 shares

    0.02% of the 13F portfolio, value $3,215,848.

    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 40,671 shares
    Change vs previous 13F -9,291 shares

    0.02% of the 13F portfolio, value $3,280,145.

    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 49,962 shares
    Change vs previous 13F -54,803 shares

    0.03% of the 13F portfolio, value $3,741,653.

    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 104,765 shares
    Change vs previous 13F +29,461 shares

    0.06% of the 13F portfolio, value $7,125,071.

    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 75,304 shares
    Change vs previous 13F +23,159 shares

    0.05% of the 13F portfolio, value $5,378,978.

    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 52,145 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,653,276.

    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).