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Disclosery

AE Wealth Management LLC: TCAF position timeline

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

AE Wealth Management LLC held 171,089 TCAF 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 171,089 shares
    Change vs previous 13F +58,972 shares

    0.03% of the 13F portfolio, value $7,031,758.

    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 112,117 shares
    Change vs previous 13F +63,980 shares

    0.02% of the 13F portfolio, value $3,990,244.

    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 48,137 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,839,797.

    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).