Skip to content
Disclosery

AE Wealth Management LLC: SPY position timeline

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

AE Wealth Management LLC held 153,567 SPY 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 153,567 shares
    Change vs previous 13F +58,453 shares

    0.53% of the 13F portfolio, value $114,605,054.

    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 95,114 shares
    Change vs previous 13F -72,475 shares

    0.33% of the 13F portfolio, value $61,728,133.

    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 167,589 shares
    Change vs previous 13F +24,641 shares

    0.66% of the 13F portfolio, value $114,281,856.

    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 142,948 shares
    Change vs previous 13F +7,040 shares

    0.61% of the 13F portfolio, value $95,228,991.

    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 135,908 shares
    Change vs previous 13F +60,816 shares

    0.61% of the 13F portfolio, value $83,970,033.

    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 75,092 shares
    Change vs previous 13F -94,508 shares

    0.35% of the 13F portfolio, value $42,005,242.

    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 169,600 shares
    Change vs previous 13F -9,044 shares

    0.84% of the 13F portfolio, value $99,398,751.

    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 178,644 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $102,498,877.

    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).