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Disclosery

AE Wealth Management LLC: SPYM position timeline

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

AE Wealth Management LLC held 3,027,799 SPYM 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 3,027,799 shares
    Change vs previous 13F +1,180,428 shares

    1.24% of the 13F portfolio, value $266,083,015.

    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 1,847,371 shares
    Change vs previous 13F +418,267 shares

    0.76% of the 13F portfolio, value $141,397,725.

    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 1,429,104 shares
    Change vs previous 13F -13,518 shares

    0.66% of the 13F portfolio, value $114,642,662.

    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 1,442,622 shares
    Change vs previous 13F -81,193 shares

    0.72% of the 13F portfolio, value $113,014,941.

    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 1,523,815 shares
    Change vs previous 13F -542,894 shares

    0.81% of the 13F portfolio, value $110,766,035.

    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 2,066,709 shares
    Change vs previous 13F -277,111 shares

    1.14% of the 13F portfolio, value $135,906,720.

    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 2,343,820 shares
    Change vs previous 13F -118,874 shares

    1.37% of the 13F portfolio, value $161,582,935.

    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 2,462,694 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $166,256,483.

    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).