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Disclosery

AE Wealth Management LLC: TXT position timeline

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

AE Wealth Management LLC held 40,298 TXT 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 40,298 shares
    Change vs previous 13F +4,588 shares

    0.02% of the 13F portfolio, value $3,696,450.

    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 35,710 shares
    Change vs previous 13F +3,154 shares

    0.02% of the 13F portfolio, value $3,126,818.

    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 32,556 shares
    Change vs previous 13F -151 shares

    0.02% of the 13F portfolio, value $2,837,952.

    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 32,707 shares
    Change vs previous 13F +2,707 shares

    0.02% of the 13F portfolio, value $2,763,392.

    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 30,000 shares
    Change vs previous 13F +2,488 shares

    0.02% of the 13F portfolio, value $2,408,726.

    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 27,512 shares
    Change vs previous 13F +2,489 shares

    0.02% of the 13F portfolio, value $1,987,887.

    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 25,023 shares
    Change vs previous 13F +3,871 shares

    0.02% of the 13F portfolio, value $1,914,032.

    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 21,152 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,873,679.

    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).