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AE Wealth Management LLC: TLT position timeline

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

AE Wealth Management LLC held 102,119 TLT 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 102,119 shares
    Change vs previous 13F -456,758 shares

    0.04% of the 13F portfolio, value $8,825,110.

    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 558,877 shares
    Change vs previous 13F +330,735 shares

    0.26% of the 13F portfolio, value $48,449,115.

    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 228,142 shares
    Change vs previous 13F +29,656 shares

    0.11% of the 13F portfolio, value $19,884,905.

    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 198,486 shares
    Change vs previous 13F +88,648 shares

    0.11% of the 13F portfolio, value $17,738,771.

    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 109,838 shares
    Change vs previous 13F -28,679 shares

    0.07% of the 13F portfolio, value $9,693,253.

    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 138,517 shares
    Change vs previous 13F -108,762 shares

    0.11% of the 13F portfolio, value $12,609,197.

    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 247,279 shares
    Change vs previous 13F -43,370 shares

    0.18% of the 13F portfolio, value $21,594,858.

    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 290,649 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $28,512,688.

    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).