Skip to content
Disclosery

AE Wealth Management LLC: TUA position timeline

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

AE Wealth Management LLC held 2,035,990 TUA 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 2,035,990 shares
    Change vs previous 13F +118,322 shares

    0.19% of the 13F portfolio, value $41,585,106.

    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 1,917,668 shares
    Change vs previous 13F +39,118 shares

    0.22% of the 13F portfolio, value $40,462,804.

    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 1,878,550 shares
    Change vs previous 13F -98,252 shares

    0.24% of the 13F portfolio, value $41,145,872.

    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 1,976,802 shares
    Change vs previous 13F +46,385 shares

    0.28% of the 13F portfolio, value $43,232,648.

    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 1,930,417 shares
    Change vs previous 13F -73,593 shares

    0.31% of the 13F portfolio, value $42,527,078.

    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 2,004,010 shares
    Change vs previous 13F +394,652 shares

    0.37% of the 13F portfolio, value $44,028,097.

    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 1,609,358 shares
    Change vs previous 13F +224,576 shares

    0.29% of the 13F portfolio, value $34,150,573.

    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 1,384,782 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $31,836,146.

    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).