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Disclosery

AE Wealth Management LLC: TDSC position timeline

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

AE Wealth Management LLC held 57,910 TDSC 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 57,910 shares
    Change vs previous 13F +36,853 shares

    0.01% of the 13F portfolio, value $1,606,954.

    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 21,057 shares
    Change vs previous 13F -5,472 shares

    <0.01% of the 13F portfolio, value $547,560.

    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 26,529 shares
    Change vs previous 13F -1,148 shares

    <0.01% of the 13F portfolio, value $670,555.

    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 27,677 shares
    Change vs previous 13F -2,297 shares

    <0.01% of the 13F portfolio, value $697,632.

    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 29,974 shares
    Change vs previous 13F -1,700 shares

    0.01% of the 13F portfolio, value $725,368.

    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 31,674 shares
    Change vs previous 13F -2,559 shares

    0.01% of the 13F portfolio, value $786,462.

    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 34,233 shares
    Change vs previous 13F +4,871 shares

    0.01% of the 13F portfolio, value $836,412.

    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 29,362 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $746,558.

    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).