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Disclosery

AE Wealth Management LLC: TYA position timeline

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

AE Wealth Management LLC held 191,818 TYA 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 191,818 shares
    Change vs previous 13F +40,560 shares

    0.01% of the 13F portfolio, value $2,448,955.

    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 151,258 shares
    Change vs previous 13F -189,774 shares

    0.01% of the 13F portfolio, value $1,986,018.

    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 341,032 shares
    Change vs previous 13F -339,826 shares

    0.03% of the 13F portfolio, value $4,603,937.

    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 680,858 shares
    Change vs previous 13F -1,018,005 shares

    0.06% of the 13F portfolio, value $9,266,471.

    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 1,698,863 shares
    Change vs previous 13F +110,379 shares

    0.17% of the 13F portfolio, value $22,917,656.

    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 1,588,484 shares
    Change vs previous 13F +571,032 shares

    0.18% of the 13F portfolio, value $21,015,643.

    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 1,017,452 shares
    Change vs previous 13F +214,895 shares

    0.11% of the 13F portfolio, value $12,488,612.

    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 802,557 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,532,743.

    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).