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Disclosery

AE Wealth Management LLC: SPTS position timeline

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

AE Wealth Management LLC held 8,244 SPTS 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 8,244 shares
    Change vs previous 13F -367 shares

    <0.01% of the 13F portfolio, value $239,156.

    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 8,611 shares
    Change vs previous 13F -8,262 shares

    <0.01% of the 13F portfolio, value $251,255.

    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 16,873 shares
    Change vs previous 13F +6,689 shares

    <0.01% of the 13F portfolio, value $494,037.

    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 10,184 shares
    Change vs previous 13F -1,762 shares

    <0.01% of the 13F portfolio, value $298,581.

    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 11,946 shares
    Change vs previous 13F -2,483 shares

    <0.01% of the 13F portfolio, value $349,882.

    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 14,429 shares
    Change vs previous 13F +1,162 shares

    <0.01% of the 13F portfolio, value $421,880.

    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 13,267 shares
    Change vs previous 13F -2,233 shares

    <0.01% of the 13F portfolio, value $384,855.

    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 15,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $455,855.

    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).