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Disclosery

AE Wealth Management LLC: SPYI position timeline

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

AE Wealth Management LLC held 69,674 SPYI 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 69,674 shares
    Change vs previous 13F +341 shares

    0.02% of the 13F portfolio, value $3,698,968.

    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 69,333 shares
    Change vs previous 13F +19,493 shares

    0.02% of the 13F portfolio, value $3,422,954.

    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 49,840 shares
    Change vs previous 13F +44,782 shares

    0.02% of the 13F portfolio, value $2,618,090.

    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 5,058 shares
    Change vs previous 13F +2,809 shares

    <0.01% of the 13F portfolio, value $264,515.

    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 2,249 shares
    Change vs previous 13F -410 shares

    <0.01% of the 13F portfolio, value $113,159.

    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 2,659 shares
    Change vs previous 13F -5,429 shares

    <0.01% of the 13F portfolio, value $127,324.

    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 8,088 shares
    Change vs previous 13F +1,686 shares

    <0.01% of the 13F portfolio, value $411,010.

    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 6,402 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $327,993.

    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).