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AE Wealth Management LLC: XDSQ position timeline

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

AE Wealth Management LLC held 789 XDSQ 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 789 shares
    Change vs previous 13F -458 shares

    <0.01% of the 13F portfolio, value $33,892.

    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 1,247 shares
    Change vs previous 13F -97 shares

    <0.01% of the 13F portfolio, value $49,361.

    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 1,344 shares
    Change vs previous 13F -221 shares

    <0.01% of the 13F portfolio, value $55,937.

    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 1,565 shares
    Change vs previous 13F -711 shares

    <0.01% of the 13F portfolio, value $62,381.

    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 2,276 shares
    Change vs previous 13F +231 shares

    <0.01% of the 13F portfolio, value $85,077.

    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 2,045 shares
    Change vs previous 13F -6,032 shares

    <0.01% of the 13F portfolio, value $71,087.

    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 8,077 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $294,308.

    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).