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Disclosery

AE Wealth Management LLC: SYY position timeline

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

AE Wealth Management LLC held 82,795 SYY 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 82,795 shares
    Change vs previous 13F -1,211 shares

    0.03% of the 13F portfolio, value $6,919,996.

    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 84,006 shares
    Change vs previous 13F +1,611 shares

    0.03% of the 13F portfolio, value $5,992,113.

    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 82,395 shares
    Change vs previous 13F +2,806 shares

    0.03% of the 13F portfolio, value $6,071,793.

    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 79,589 shares
    Change vs previous 13F +60,680 shares

    0.04% of the 13F portfolio, value $6,553,446.

    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 18,909 shares
    Change vs previous 13F +718 shares

    0.01% of the 13F portfolio, value $1,432,222.

    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 18,191 shares
    Change vs previous 13F -87,198 shares

    0.01% of the 13F portfolio, value $1,365,099.

    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 105,389 shares
    Change vs previous 13F +88,044 shares

    0.07% of the 13F portfolio, value $8,057,970.

    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 17,345 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,353,961.

    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).