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Disclosery

AE Wealth Management LLC: SRLN position timeline

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

AE Wealth Management LLC held 29,019 SRLN 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 29,019 shares
    Change vs previous 13F +2,121 shares

    0.01% of the 13F portfolio, value $1,169,172.

    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 26,898 shares
    Change vs previous 13F -1,234 shares

    0.01% of the 13F portfolio, value $1,079,677.

    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 28,132 shares
    Change vs previous 13F +1,263 shares

    0.01% of the 13F portfolio, value $1,161,000.

    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 26,869 shares
    Change vs previous 13F +4,943 shares

    0.01% of the 13F portfolio, value $1,117,193.

    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 21,926 shares
    Change vs previous 13F -1,027 shares

    0.01% of the 13F portfolio, value $911,916.

    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 22,953 shares
    Change vs previous 13F +7,554 shares

    0.01% of the 13F portfolio, value $944,067.

    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 15,399 shares
    Change vs previous 13F +2,286 shares

    0.01% of the 13F portfolio, value $642,584.

    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 13,113 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $547,620.

    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).