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AE Wealth Management LLC: XLC position timeline

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

AE Wealth Management LLC held 297,186 XLC 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 297,186 shares
    Change vs previous 13F +20,026 shares

    0.15% of the 13F portfolio, value $31,837,807.

    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 277,160 shares
    Change vs previous 13F +11,533 shares

    0.17% of the 13F portfolio, value $30,726,207.

    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 265,627 shares
    Change vs previous 13F +16,931 shares

    0.18% of the 13F portfolio, value $31,269,440.

    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 248,696 shares
    Change vs previous 13F +15,182 shares

    0.19% of the 13F portfolio, value $29,438,302.

    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 233,514 shares
    Change vs previous 13F +17,349 shares

    0.19% of the 13F portfolio, value $25,343,259.

    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 216,165 shares
    Change vs previous 13F +14,673 shares

    0.18% of the 13F portfolio, value $20,849,326.

    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 201,492 shares
    Change vs previous 13F +25,379 shares

    0.17% of the 13F portfolio, value $19,506,453.

    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 176,113 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $15,920,682.

    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).