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Disclosery

AE Wealth Management LLC: XLSR position timeline

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

AE Wealth Management LLC held 175,384 XLSR 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 175,384 shares
    Change vs previous 13F +18,018 shares

    0.05% of the 13F portfolio, value $11,375,398.

    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 157,366 shares
    Change vs previous 13F +25,541 shares

    0.05% of the 13F portfolio, value $9,086,349.

    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 131,825 shares
    Change vs previous 13F +4,701 shares

    0.05% of the 13F portfolio, value $8,214,053.

    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 127,124 shares
    Change vs previous 13F +9,813 shares

    0.05% of the 13F portfolio, value $7,577,865.

    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 117,311 shares
    Change vs previous 13F +11,361 shares

    0.05% of the 13F portfolio, value $6,442,728.

    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 105,950 shares
    Change vs previous 13F +11,261 shares

    0.05% of the 13F portfolio, value $5,379,062.

    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 94,689 shares
    Change vs previous 13F +2,770 shares

    0.04% of the 13F portfolio, value $5,060,185.

    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 91,919 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,764,634.

    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).