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AE Wealth Management LLC: SUB position timeline

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

AE Wealth Management LLC held 25,743 SUB 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 25,743 shares
    Change vs previous 13F -1,833 shares

    0.01% of the 13F portfolio, value $2,740,862.

    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 27,576 shares
    Change vs previous 13F +13,586 shares

    0.02% of the 13F portfolio, value $2,936,808.

    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 13,990 shares
    Change vs previous 13F +11,353 shares

    0.01% of the 13F portfolio, value $1,492,769.

    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 2,637 shares
    Change vs previous 13F -512 shares

    <0.01% of the 13F portfolio, value $281,578.

    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 3,149 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $334,870.

    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 3,168 shares
    Change vs previous 13F -60 shares

    <0.01% of the 13F portfolio, value $334,496.

    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 3,228 shares
    Change vs previous 13F -994 shares

    <0.01% of the 13F portfolio, value $340,480.

    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 4,222 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $448,386.

    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).