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Disclosery

AE Wealth Management LLC: WTRE position timeline

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

AE Wealth Management LLC held 14,650 WTRE 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 14,650 shares
    Change vs previous 13F +896 shares

    <0.01% of the 13F portfolio, value $366,923.

    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 13,754 shares
    Change vs previous 13F -924 shares

    <0.01% of the 13F portfolio, value $297,846.

    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 14,678 shares
    Change vs previous 13F -920 shares

    <0.01% of the 13F portfolio, value $312,498.

    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 15,598 shares
    Change vs previous 13F -6,559 shares

    <0.01% of the 13F portfolio, value $347,154.

    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 22,157 shares
    Change vs previous 13F -1,222 shares

    <0.01% of the 13F portfolio, value $431,369.

    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 23,379 shares
    Change vs previous 13F -1,777 shares

    <0.01% of the 13F portfolio, value $405,101.

    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 25,156 shares
    Change vs previous 13F +233 shares

    <0.01% of the 13F portfolio, value $433,933.

    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 24,923 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $496,210.

    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).