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Disclosery

AE Wealth Management LLC: SRE position timeline

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

AE Wealth Management LLC held 177,909 SRE 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 177,909 shares
    Change vs previous 13F -4,664 shares

    0.08% of the 13F portfolio, value $16,493,709.

    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 182,573 shares
    Change vs previous 13F +13,908 shares

    0.1% of the 13F portfolio, value $17,740,692.

    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 168,665 shares
    Change vs previous 13F +162,123 shares

    0.09% of the 13F portfolio, value $14,891,433.

    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 6,542 shares
    Change vs previous 13F +917 shares

    <0.01% of the 13F portfolio, value $588,619.

    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 5,625 shares
    Change vs previous 13F -659 shares

    <0.01% of the 13F portfolio, value $426,147.

    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 6,284 shares
    Change vs previous 13F -3,583 shares

    <0.01% of the 13F portfolio, value $448,409.

    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 9,867 shares
    Change vs previous 13F +4,788 shares

    0.01% of the 13F portfolio, value $865,518.

    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 5,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $424,751.

    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).