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Disclosery

AE Wealth Management LLC: STT position timeline

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

AE Wealth Management LLC held 3,333 STT 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 3,333 shares
    Change vs previous 13F -55,423 shares

    <0.01% of the 13F portfolio, value $565,370.

    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 58,756 shares
    Change vs previous 13F +581 shares

    0.04% of the 13F portfolio, value $7,436,137.

    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 58,175 shares
    Change vs previous 13F +1,187 shares

    0.04% of the 13F portfolio, value $7,505,197.

    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 56,988 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,611,148.

    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).