AE Wealth Management LLC: SXT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on SXT, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 0 SXT shares at 2026-03-31 per its 13F-HR filed 2026-05-13.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -4,851 shares
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 4,851 sharesChange vs previous 13F +682 shares
<0.01% of the 13F portfolio, value $455,777.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,169 sharesChange vs previous 13F +579 shares
<0.01% of the 13F portfolio, value $391,404.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,590 sharesChange vs previous 13F -550 shares
<0.01% of the 13F portfolio, value $353,773.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,140 sharesChange vs previous 13F -603 shares
<0.01% of the 13F portfolio, value $308,077.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,743 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $338,055.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).