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Disclosery

AE Wealth Management LLC: XAR position timeline

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

AE Wealth Management LLC held 1,794 XAR 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 1,794 shares
    Change vs previous 13F +114 shares

    <0.01% of the 13F portfolio, value $509,006.

    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 1,680 shares
    Change vs previous 13F -747 shares

    <0.01% of the 13F portfolio, value $426,577.

    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 2,427 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $585,373.

    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 2,429 shares
    Change vs previous 13F +1,331 shares

    <0.01% of the 13F portfolio, value $570,597.

    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 1,098 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $231,481.

    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 1,100 shares
    Change vs previous 13F +151 shares

    <0.01% of the 13F portfolio, value $176,654.

    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 949 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $157,244.

    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).