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Disclosery

AE Wealth Management LLC: UAL position timeline

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

AE Wealth Management LLC held 19,710 UAL 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 19,710 shares
    Change vs previous 13F +555 shares

    0.01% of the 13F portfolio, value $2,680,373.

    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 19,155 shares
    Change vs previous 13F +66 shares

    0.01% of the 13F portfolio, value $1,763,556.

    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 19,089 shares
    Change vs previous 13F +15,564 shares

    0.01% of the 13F portfolio, value $2,134,472.

    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 3,525 shares
    Change vs previous 13F -150 shares

    <0.01% of the 13F portfolio, value $340,088.

    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 3,675 shares
    Change vs previous 13F +515 shares

    <0.01% of the 13F portfolio, value $292,608.

    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 3,160 shares
    Change vs previous 13F -426 shares

    <0.01% of the 13F portfolio, value $218,198.

    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 3,586 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $348,201.

    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).