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Disclosery

AE Wealth Management LLC: WSO position timeline

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

AE Wealth Management LLC held 65,866 WSO 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 65,866 shares
    Change vs previous 13F +64,879 shares

    0.13% of the 13F portfolio, value $27,448,240.

    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 987 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $358,894.

    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 972 shares
    Change vs previous 13F -1,062 shares

    <0.01% of the 13F portfolio, value $327,530.

    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 2,034 shares
    Change vs previous 13F +254 shares

    0.01% of the 13F portfolio, value $823,329.

    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 1,780 shares
    Change vs previous 13F -22,726 shares

    0.01% of the 13F portfolio, value $787,160.

    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 24,506 shares
    Change vs previous 13F -425 shares

    0.1% of the 13F portfolio, value $12,455,488.

    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 24,931 shares
    Change vs previous 13F -1,624 shares

    0.1% of the 13F portfolio, value $11,814,829.

    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 26,555 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $13,061,171.

    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).