Skip to content
Disclosery

AE Wealth Management LLC: SUSC position timeline

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

AE Wealth Management LLC held 16,537 SUSC 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 16,537 shares
    Change vs previous 13F +1,385 shares

    <0.01% of the 13F portfolio, value $382,859.

    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 15,152 shares
    Change vs previous 13F -3,344 shares

    <0.01% of the 13F portfolio, value $350,577.

    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 18,496 shares
    Change vs previous 13F +7,120 shares

    <0.01% of the 13F portfolio, value $432,514.

    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 11,376 shares
    Change vs previous 13F +88 shares

    <0.01% of the 13F portfolio, value $268,011.

    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 11,288 shares
    Change vs previous 13F +2,023 shares

    <0.01% of the 13F portfolio, value $262,220.

    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 9,265 shares
    Change vs previous 13F -1,751 shares

    <0.01% of the 13F portfolio, value $213,652.

    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 11,016 shares
    Change vs previous 13F -3,060 shares

    <0.01% of the 13F portfolio, value $250,280.

    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 14,076 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $334,863.

    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).