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Disclosery

AE Wealth Management LLC: XLF position timeline

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

AE Wealth Management LLC held 42,824 XLF 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 42,824 shares
    Change vs previous 13F +4,042 shares

    0.01% of the 13F portfolio, value $2,295,811.

    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 38,782 shares
    Change vs previous 13F -11,129 shares

    0.01% of the 13F portfolio, value $1,914,691.

    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 49,911 shares
    Change vs previous 13F +3,203 shares

    0.02% of the 13F portfolio, value $2,733,655.

    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 46,708 shares
    Change vs previous 13F +4,673 shares

    0.02% of the 13F portfolio, value $2,516,157.

    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 42,035 shares
    Change vs previous 13F -155,608 shares

    0.02% of the 13F portfolio, value $2,201,339.

    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 197,643 shares
    Change vs previous 13F -59,002 shares

    0.08% of the 13F portfolio, value $9,844,581.

    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 256,645 shares
    Change vs previous 13F +222,469 shares

    0.11% of the 13F portfolio, value $12,403,583.

    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 34,176 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,548,872.

    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).