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Disclosery

AE Wealth Management LLC: STIP position timeline

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

AE Wealth Management LLC held 268,853 STIP 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 268,853 shares
    Change vs previous 13F +64,830 shares

    0.13% of the 13F portfolio, value $27,466,073.

    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 204,023 shares
    Change vs previous 13F +197,263 shares

    0.11% of the 13F portfolio, value $21,102,124.

    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 6,760 shares
    Change vs previous 13F -24,877 shares

    <0.01% of the 13F portfolio, value $692,181.

    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 31,637 shares
    Change vs previous 13F +5,753 shares

    0.02% of the 13F portfolio, value $3,270,012.

    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 25,884 shares
    Change vs previous 13F +22,666 shares

    0.02% of the 13F portfolio, value $2,663,766.

    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 3,218 shares
    Change vs previous 13F -6,687 shares

    <0.01% of the 13F portfolio, value $332,993.

    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 9,905 shares
    Change vs previous 13F -25,755 shares

    0.01% of the 13F portfolio, value $996,398.

    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 35,660 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,613,067.

    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).