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Disclosery

AE Wealth Management LLC: XLB position timeline

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

AE Wealth Management LLC held 348,281 XLB 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 348,281 shares
    Change vs previous 13F -37,654 shares

    0.08% of the 13F portfolio, value $17,703,175.

    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 385,935 shares
    Change vs previous 13F +132,674 shares

    0.1% of the 13F portfolio, value $19,285,265.

    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 253,261 shares
    Change vs previous 13F +136,508 shares

    0.07% of the 13F portfolio, value $11,485,605.

    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 116,753 shares
    Change vs previous 13F +8,348 shares

    0.07% of the 13F portfolio, value $10,463,470.

    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 108,405 shares
    Change vs previous 13F +8,657 shares

    0.07% of the 13F portfolio, value $9,519,021.

    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 99,748 shares
    Change vs previous 13F -8,399 shares

    0.07% of the 13F portfolio, value $8,576,705.

    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 108,147 shares
    Change vs previous 13F +42,898 shares

    0.08% of the 13F portfolio, value $9,099,532.

    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 65,249 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,288,733.

    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).