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Disclosery

AE Wealth Management LLC: USRT position timeline

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

AE Wealth Management LLC held 13,157 USRT 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 13,157 shares
    Change vs previous 13F -356 shares

    <0.01% of the 13F portfolio, value $874,321.

    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 13,513 shares
    Change vs previous 13F +1,381 shares

    <0.01% of the 13F portfolio, value $799,856.

    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 12,132 shares
    Change vs previous 13F -2,386 shares

    <0.01% of the 13F portfolio, value $691,016.

    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 14,518 shares
    Change vs previous 13F -4,864 shares

    0.01% of the 13F portfolio, value $852,463.

    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 19,382 shares
    Change vs previous 13F -7,986 shares

    0.01% of the 13F portfolio, value $1,096,252.

    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 27,368 shares
    Change vs previous 13F +646 shares

    0.01% of the 13F portfolio, value $1,576,446.

    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 26,722 shares
    Change vs previous 13F +3,547 shares

    0.01% of the 13F portfolio, value $1,531,435.

    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 23,175 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,426,864.

    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).