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Disclosery

AE Wealth Management LLC: UDEC position timeline

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

AE Wealth Management LLC held 19,228 UDEC 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 19,228 shares
    Change vs previous 13F +1,805 shares

    <0.01% of the 13F portfolio, value $801,426.

    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 17,423 shares
    Change vs previous 13F -500 shares

    <0.01% of the 13F portfolio, value $676,709.

    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 17,923 shares
    Change vs previous 13F +1,105 shares

    <0.01% of the 13F portfolio, value $710,468.

    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 16,818 shares
    Change vs previous 13F +430 shares

    <0.01% of the 13F portfolio, value $645,307.

    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 16,388 shares
    Change vs previous 13F -2,487 shares

    <0.01% of the 13F portfolio, value $597,179.

    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 18,875 shares
    Change vs previous 13F -6,534 shares

    0.01% of the 13F portfolio, value $647,413.

    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 25,409 shares
    Change vs previous 13F +11,561 shares

    0.01% of the 13F portfolio, value $891,602.

    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 13,848 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $484,622.

    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).