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Disclosery

AE Wealth Management LLC: WEC position timeline

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

AE Wealth Management LLC held 230,106 WEC 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 230,106 shares
    Change vs previous 13F +26,661 shares

    0.13% of the 13F portfolio, value $26,869,959.

    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 203,445 shares
    Change vs previous 13F +25,437 shares

    0.13% of the 13F portfolio, value $23,552,611.

    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 178,008 shares
    Change vs previous 13F +6,238 shares

    0.11% of the 13F portfolio, value $18,772,719.

    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 171,770 shares
    Change vs previous 13F +7,970 shares

    0.13% of the 13F portfolio, value $19,682,752.

    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 163,800 shares
    Change vs previous 13F -198 shares

    0.12% of the 13F portfolio, value $17,068,008.

    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 163,998 shares
    Change vs previous 13F +23,804 shares

    0.15% of the 13F portfolio, value $17,872,242.

    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 140,194 shares
    Change vs previous 13F +8,802 shares

    0.11% of the 13F portfolio, value $13,183,910.

    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 131,392 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $12,637,478.

    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).