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AE Wealth Management LLC: WFC position timeline

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

AE Wealth Management LLC held 722,249 WFC 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 722,249 shares
    Change vs previous 13F +80,087 shares

    0.28% of the 13F portfolio, value $59,686,506.

    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 642,162 shares
    Change vs previous 13F +31,190 shares

    0.28% of the 13F portfolio, value $51,122,476.

    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 610,972 shares
    Change vs previous 13F +121,310 shares

    0.33% of the 13F portfolio, value $56,942,868.

    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 489,662 shares
    Change vs previous 13F +66,701 shares

    0.26% of the 13F portfolio, value $41,043,204.

    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 422,961 shares
    Change vs previous 13F +49,265 shares

    0.25% of the 13F portfolio, value $33,887,745.

    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 373,696 shares
    Change vs previous 13F +19,896 shares

    0.23% of the 13F portfolio, value $26,827,788.

    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 353,800 shares
    Change vs previous 13F +41,498 shares

    0.21% of the 13F portfolio, value $24,850,877.

    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 312,302 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $17,641,984.

    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).