AE Wealth Management LLC: SYSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on SYSB, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 32,667 SYSB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 32,667 sharesChange vs previous 13F -2,856 shares
0.01% of the 13F portfolio, value $2,898,140.
13F-HR 0001697723-26-000007 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 ended2026-03-3113F 35,523 sharesChange vs previous 13F +4,623 shares
0.02% of the 13F portfolio, value $3,161,576.
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).
- period ended2025-12-3113F 30,900 sharesChange vs previous 13F +30,896 shares
0.02% of the 13F portfolio, value $2,773,594.
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 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $376.
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).