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Disclosery

AE Wealth Management LLC: TIPX position timeline

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

AE Wealth Management LLC held 17,101 TIPX 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 17,101 shares
    Change vs previous 13F +1,969 shares

    <0.01% of the 13F portfolio, value $323,720.

    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 15,132 shares
    Change vs previous 13F +1,085 shares

    <0.01% of the 13F portfolio, value $290,393.

    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 14,047 shares
    Change vs previous 13F +1,188 shares

    <0.01% of the 13F portfolio, value $268,013.

    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 12,859 shares
    Change vs previous 13F -900 shares

    <0.01% of the 13F portfolio, value $248,051.

    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 13,759 shares
    Change vs previous 13F +258 shares

    <0.01% of the 13F portfolio, value $263,344.

    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 13,501 shares
    Change vs previous 13F +1,014 shares

    <0.01% of the 13F portfolio, value $259,093.

    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 12,487 shares
    Change vs previous 13F +1,276 shares

    <0.01% of the 13F portfolio, value $230,883.

    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 11,211 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $212,442.

    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).