Skip to content
Disclosery

AE Wealth Management LLC: UTEN position timeline

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

AE Wealth Management LLC held 106 UTEN 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 106 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $4,579.

    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 406 shares
    Change vs previous 13F +300 shares

    <0.01% of the 13F portfolio, value $17,702.

    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 106 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $4,670.

    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 134 shares
    Change vs previous 13F -22 shares

    <0.01% of the 13F portfolio, value $5,925.

    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 156 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,848.

    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 156 shares
    Change vs previous 13F -61,375 shares

    <0.01% of the 13F portfolio, value $6,850.

    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 61,531 shares
    Change vs previous 13F +5,510 shares

    0.02% of the 13F portfolio, value $2,620,143.

    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 56,021 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,546,136.

    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).