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AE Wealth Management LLC: UAPR position timeline

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

AE Wealth Management LLC held 13,493 UAPR 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 13,493 shares
    Change vs previous 13F +697 shares

    <0.01% of the 13F portfolio, value $473,804.

    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 12,796 shares
    Change vs previous 13F +259 shares

    <0.01% of the 13F portfolio, value $427,003.

    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 12,537 shares
    Change vs previous 13F +3,579 shares

    <0.01% of the 13F portfolio, value $410,837.

    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 8,958 shares
    Change vs previous 13F +127 shares

    <0.01% of the 13F portfolio, value $287,910.

    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 8,831 shares
    Change vs previous 13F -2,743 shares

    <0.01% of the 13F portfolio, value $276,410.

    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 11,574 shares
    Change vs previous 13F -214,399 shares

    <0.01% of the 13F portfolio, value $345,600.

    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 225,973 shares
    Change vs previous 13F -86,050 shares

    0.06% of the 13F portfolio, value $6,968,307.

    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 312,023 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,423,095.

    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).