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Disclosery

AE Wealth Management LLC: WTS position timeline

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

AE Wealth Management LLC held 157,140 WTS 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 157,140 shares
    Change vs previous 13F +11,609 shares

    0.29% of the 13F portfolio, value $61,515,190.

    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 145,531 shares
    Change vs previous 13F -25,663 shares

    0.23% of the 13F portfolio, value $42,246,758.

    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 171,194 shares
    Change vs previous 13F +32,901 shares

    0.27% of the 13F portfolio, value $47,253,126.

    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 138,293 shares
    Change vs previous 13F +13,642 shares

    0.25% of the 13F portfolio, value $38,622,322.

    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 124,651 shares
    Change vs previous 13F +3,473 shares

    0.22% of the 13F portfolio, value $30,650,876.

    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 121,178 shares
    Change vs previous 13F +13,999 shares

    0.21% of the 13F portfolio, value $24,710,567.

    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 107,179 shares
    Change vs previous 13F +18,728 shares

    0.18% of the 13F portfolio, value $21,790,471.

    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 88,451 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $18,326,837.

    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).