Skip to content
Disclosery

AE Wealth Management LLC: TIP position timeline

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

AE Wealth Management LLC held 7,135 TIP 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 7,135 shares
    Change vs previous 13F -5,018 shares

    <0.01% of the 13F portfolio, value $780,782.

    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 12,153 shares
    Change vs previous 13F +3,704 shares

    0.01% of the 13F portfolio, value $1,341,258.

    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 8,449 shares
    Change vs previous 13F +366 shares

    0.01% of the 13F portfolio, value $928,614.

    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 8,083 shares
    Change vs previous 13F -8,381 shares

    0.01% of the 13F portfolio, value $899,014.

    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 16,464 shares
    Change vs previous 13F -4,090 shares

    0.01% of the 13F portfolio, value $1,811,736.

    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 20,554 shares
    Change vs previous 13F -11,147 shares

    0.02% of the 13F portfolio, value $2,283,300.

    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 31,701 shares
    Change vs previous 13F -32,389 shares

    0.03% of the 13F portfolio, value $3,377,726.

    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 64,090 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,079,989.

    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).