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AE Wealth Management LLC: TSLX position timeline

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

AE Wealth Management LLC held 98,204 TSLX 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 98,204 shares
    Change vs previous 13F +30,723 shares

    0.01% of the 13F portfolio, value $1,686,158.

    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 67,481 shares
    Change vs previous 13F +37,460 shares

    0.01% of the 13F portfolio, value $1,240,299.

    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 30,021 shares
    Change vs previous 13F +20,562 shares

    <0.01% of the 13F portfolio, value $652,051.

    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 9,459 shares
    Change vs previous 13F +98 shares

    <0.01% of the 13F portfolio, value $216,242.

    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 9,361 shares
    Change vs previous 13F -1,504 shares

    <0.01% of the 13F portfolio, value $222,881.

    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 10,865 shares
    Change vs previous 13F -122 shares

    <0.01% of the 13F portfolio, value $243,160.

    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 10,987 shares
    Change vs previous 13F +274 shares

    <0.01% of the 13F portfolio, value $234,019.

    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 10,713 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $219,932.

    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).