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AE Wealth Management LLC: TEL position timeline

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

AE Wealth Management LLC held 6,543 TEL 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 6,543 shares
    Change vs previous 13F +3,392 shares

    0.01% of the 13F portfolio, value $1,319,312.

    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 3,151 shares
    Change vs previous 13F +227 shares

    <0.01% of the 13F portfolio, value $658,596.

    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 2,924 shares
    Change vs previous 13F +537 shares

    <0.01% of the 13F portfolio, value $665,122.

    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 2,387 shares
    Change vs previous 13F -9,481 shares

    <0.01% of the 13F portfolio, value $524,053.

    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 11,868 shares
    Change vs previous 13F -44,869 shares

    0.01% of the 13F portfolio, value $2,001,736.

    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 56,737 shares
    Change vs previous 13F +5,008 shares

    0.07% of the 13F portfolio, value $8,017,834.

    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 51,729 shares
    Change vs previous 13F +8,205 shares

    0.06% of the 13F portfolio, value $7,395,991.

    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 43,524 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,571,906.

    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).