Skip to content
Disclosery

AE Wealth Management LLC: TAN position timeline

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

AE Wealth Management LLC held 247,534 TAN 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 247,534 shares
    Change vs previous 13F +38,533 shares

    0.07% of the 13F portfolio, value $14,641,607.

    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 209,001 shares
    Change vs previous 13F +206,187 shares

    0.06% of the 13F portfolio, value $11,643,446.

    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 2,814 shares
    Change vs previous 13F +230 shares

    <0.01% of the 13F portfolio, value $138,224.

    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 2,584 shares
    Change vs previous 13F +1,861 shares

    <0.01% of the 13F portfolio, value $112,757.

    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 723 shares
    Change vs previous 13F +54 shares

    <0.01% of the 13F portfolio, value $24,770.

    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 669 shares
    Change vs previous 13F -136 shares

    <0.01% of the 13F portfolio, value $20,378.

    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 805 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $26,662.

    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).