Skip to content
Disclosery

AE Wealth Management LLC: XLI position timeline

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

AE Wealth Management LLC held 143,112 XLI 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 143,112 shares
    Change vs previous 13F +5,135 shares

    0.12% of the 13F portfolio, value $26,508,238.

    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 137,977 shares
    Change vs previous 13F +4,081 shares

    0.12% of the 13F portfolio, value $22,314,543.

    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 133,896 shares
    Change vs previous 13F +8,393 shares

    0.12% of the 13F portfolio, value $20,770,281.

    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 125,503 shares
    Change vs previous 13F +8,594 shares

    0.12% of the 13F portfolio, value $19,356,611.

    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 116,909 shares
    Change vs previous 13F +10,281 shares

    0.13% of the 13F portfolio, value $17,246,606.

    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 106,628 shares
    Change vs previous 13F +11,306 shares

    0.12% of the 13F portfolio, value $13,975,820.

    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 95,322 shares
    Change vs previous 13F +14,468 shares

    0.11% of the 13F portfolio, value $12,559,723.

    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 80,854 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,950,944.

    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).