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Disclosery

AE Wealth Management LLC: XLP position timeline

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

AE Wealth Management LLC held 106,090 XLP 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 106,090 shares
    Change vs previous 13F -35,001 shares

    0.04% of the 13F portfolio, value $8,812,907.

    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 141,091 shares
    Change vs previous 13F +107,673 shares

    0.06% of the 13F portfolio, value $11,566,645.

    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 33,418 shares
    Change vs previous 13F -1,568 shares

    0.01% of the 13F portfolio, value $2,595,963.

    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 34,986 shares
    Change vs previous 13F -716 shares

    0.02% of the 13F portfolio, value $2,741,868.

    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 35,702 shares
    Change vs previous 13F -6,814 shares

    0.02% of the 13F portfolio, value $2,890,761.

    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 42,516 shares
    Change vs previous 13F +2,547 shares

    0.03% of the 13F portfolio, value $3,472,294.

    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 39,969 shares
    Change vs previous 13F +2,113 shares

    0.03% of the 13F portfolio, value $3,141,941.

    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 37,856 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,142,036.

    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).