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Disclosery

AE Wealth Management LLC: SW position timeline

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

AE Wealth Management LLC held 573,686 SW 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 573,686 shares
    Change vs previous 13F +567,544 shares

    0.12% of the 13F portfolio, value $26,538,688.

    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 6,142 shares
    Change vs previous 13F -363,510 shares

    <0.01% of the 13F portfolio, value $244,735.

    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 369,652 shares
    Change vs previous 13F +30,804 shares

    0.08% of the 13F portfolio, value $14,294,488.

    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 338,848 shares
    Change vs previous 13F +21,789 shares

    0.09% of the 13F portfolio, value $14,424,688.

    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 317,059 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $13,681,120.

    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).