AE Wealth Management LLC: THRO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on THRO, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 583,385 THRO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 583,385 sharesChange vs previous 13F -248,460 shares
0.12% of the 13F portfolio, value $25,149,765.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 831,845 sharesChange vs previous 13F +31,980 shares
0.16% of the 13F portfolio, value $30,129,452.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 799,865 sharesChange vs previous 13F +28,530 shares
0.18% of the 13F portfolio, value $30,842,806.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 771,335 sharesChange vs previous 13F +50,187 shares
0.19% of the 13F portfolio, value $29,202,747.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 721,148 sharesChange vs previous 13F +532,740 shares
0.19% of the 13F portfolio, value $25,658,453.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 188,408 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $5,970,639.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).