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Disclosery

AE Wealth Management LLC: TXN position timeline

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

AE Wealth Management LLC held 87,534 TXN 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 87,534 shares
    Change vs previous 13F +18,826 shares

    0.12% of the 13F portfolio, value $26,091,444.

    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 68,708 shares
    Change vs previous 13F +9,638 shares

    0.07% of the 13F portfolio, value $13,339,282.

    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 59,070 shares
    Change vs previous 13F -10,398 shares

    0.06% of the 13F portfolio, value $10,248,528.

    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 69,468 shares
    Change vs previous 13F +11,208 shares

    0.08% of the 13F portfolio, value $12,763,137.

    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 58,260 shares
    Change vs previous 13F +5,575 shares

    0.09% of the 13F portfolio, value $12,096,090.

    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 52,685 shares
    Change vs previous 13F +7,864 shares

    0.08% of the 13F portfolio, value $9,467,636.

    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 44,821 shares
    Change vs previous 13F +9,758 shares

    0.07% of the 13F portfolio, value $8,405,067.

    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 35,063 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,243,021.

    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).