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AE Wealth Management LLC: XLK position timeline

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

AE Wealth Management LLC held 122,656 XLK 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 122,656 shares
    Change vs previous 13F +78,769 shares

    0.11% of the 13F portfolio, value $23,368,230.

    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 43,887 shares
    Change vs previous 13F +10,078 shares

    0.03% of the 13F portfolio, value $5,832,668.

    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 33,809 shares
    Change vs previous 13F +21,238 shares

    0.03% of the 13F portfolio, value $4,867,704.

    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 12,571 shares
    Change vs previous 13F -4,661 shares

    0.02% of the 13F portfolio, value $3,543,190.

    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 17,232 shares
    Change vs previous 13F -2,939 shares

    0.03% of the 13F portfolio, value $4,363,445.

    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 20,171 shares
    Change vs previous 13F -26,217 shares

    0.04% of the 13F portfolio, value $4,164,777.

    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 46,388 shares
    Change vs previous 13F +20,756 shares

    0.09% of the 13F portfolio, value $10,785,879.

    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 25,632 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,786,478.

    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).