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Disclosery

AE Wealth Management LLC: UOCT position timeline

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

AE Wealth Management LLC held 24,802 UOCT 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 24,802 shares
    Change vs previous 13F -220 shares

    <0.01% of the 13F portfolio, value $1,019,610.

    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 25,022 shares
    Change vs previous 13F -2,040 shares

    0.01% of the 13F portfolio, value $956,841.

    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 27,062 shares
    Change vs previous 13F +1,134 shares

    0.01% of the 13F portfolio, value $1,056,555.

    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 25,928 shares
    Change vs previous 13F +612 shares

    0.01% of the 13F portfolio, value $996,413.

    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 25,316 shares
    Change vs previous 13F -3,264 shares

    0.01% of the 13F portfolio, value $931,160.

    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 28,580 shares
    Change vs previous 13F -5,707 shares

    0.01% of the 13F portfolio, value $987,428.

    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 34,287 shares
    Change vs previous 13F +6,243 shares

    0.01% of the 13F portfolio, value $1,209,580.

    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 28,044 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $976,212.

    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).