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Disclosery

AE Wealth Management LLC: SWX position timeline

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

AE Wealth Management LLC held 4,839 SWX 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 4,839 shares
    Change vs previous 13F +493 shares

    <0.01% of the 13F portfolio, value $429,205.

    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 4,346 shares
    Change vs previous 13F +1,039 shares

    <0.01% of the 13F portfolio, value $377,765.

    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 3,307 shares
    Change vs previous 13F +303 shares

    <0.01% of the 13F portfolio, value $264,707.

    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 3,004 shares
    Change vs previous 13F -212 shares

    <0.01% of the 13F portfolio, value $235,471.

    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 3,216 shares
    Change vs previous 13F -642 shares

    <0.01% of the 13F portfolio, value $239,436.

    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 3,858 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $277,013.

    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 3,893 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $275,330.

    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).