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Disclosery

AE Wealth Management LLC: WPC position timeline

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

AE Wealth Management LLC held 11,165 WPC 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 11,165 shares
    Change vs previous 13F -715 shares

    <0.01% of the 13F portfolio, value $798,304.

    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 11,880 shares
    Change vs previous 13F +836 shares

    <0.01% of the 13F portfolio, value $807,362.

    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 11,044 shares
    Change vs previous 13F +495 shares

    <0.01% of the 13F portfolio, value $710,804.

    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 10,549 shares
    Change vs previous 13F +200 shares

    <0.01% of the 13F portfolio, value $712,782.

    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 10,349 shares
    Change vs previous 13F +1,406 shares

    <0.01% of the 13F portfolio, value $645,549.

    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 8,943 shares
    Change vs previous 13F +4,353 shares

    <0.01% of the 13F portfolio, value $564,392.

    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 4,590 shares
    Change vs previous 13F -3,275 shares

    <0.01% of the 13F portfolio, value $250,088.

    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 7,865 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $489,981.

    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).