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AE Wealth Management LLC: T position timeline

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

AE Wealth Management LLC held 1,302,118 T 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 1,302,118 shares
    Change vs previous 13F -66,767 shares

    0.13% of the 13F portfolio, value $26,953,878.

    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 1,368,885 shares
    Change vs previous 13F -506,918 shares

    0.21% of the 13F portfolio, value $39,683,916.

    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 1,875,803 shares
    Change vs previous 13F -130,964 shares

    0.27% of the 13F portfolio, value $46,594,985.

    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 2,006,767 shares
    Change vs previous 13F +100,223 shares

    0.36% of the 13F portfolio, value $56,671,151.

    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 1,906,544 shares
    Change vs previous 13F +223,666 shares

    0.4% of the 13F portfolio, value $55,175,510.

    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 1,682,878 shares
    Change vs previous 13F -271,696 shares

    0.4% of the 13F portfolio, value $47,591,853.

    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 1,954,574 shares
    Change vs previous 13F +55,583 shares

    0.38% of the 13F portfolio, value $44,505,707.

    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 1,898,991 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $41,777,775.

    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).