Skip to content
Disclosery

AE Wealth Management LLC: STX position timeline

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

AE Wealth Management LLC held 13,845 STX 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 13,845 shares
    Change vs previous 13F -69,678 shares

    0.06% of the 13F portfolio, value $13,361,020.

    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 83,523 shares
    Change vs previous 13F +63,250 shares

    0.18% of the 13F portfolio, value $32,720,606.

    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 20,273 shares
    Change vs previous 13F +9,367 shares

    0.03% of the 13F portfolio, value $5,582,875.

    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 10,906 shares
    Change vs previous 13F +479 shares

    0.02% of the 13F portfolio, value $2,574,477.

    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 10,427 shares
    Change vs previous 13F -106,655 shares

    0.01% of the 13F portfolio, value $1,504,922.

    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 117,082 shares
    Change vs previous 13F +18,129 shares

    0.08% of the 13F portfolio, value $9,946,208.

    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 98,953 shares
    Change vs previous 13F +4,511 shares

    0.07% of the 13F portfolio, value $8,540,418.

    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 94,442 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $10,344,018.

    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).