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AE Wealth Management LLC: XLU position timeline

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

AE Wealth Management LLC held 77,841 XLU 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 77,841 shares
    Change vs previous 13F -14,471 shares

    0.02% of the 13F portfolio, value $3,529,323.

    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 92,312 shares
    Change vs previous 13F +26,057 shares

    0.02% of the 13F portfolio, value $4,236,207.

    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 66,255 shares
    Change vs previous 13F +35,513 shares

    0.02% of the 13F portfolio, value $2,828,398.

    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 30,742 shares
    Change vs previous 13F +6,522 shares

    0.02% of the 13F portfolio, value $2,681,074.

    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 24,220 shares
    Change vs previous 13F -4,089 shares

    0.01% of the 13F portfolio, value $1,977,791.

    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 28,309 shares
    Change vs previous 13F +2,950 shares

    0.02% of the 13F portfolio, value $2,232,164.

    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 25,359 shares
    Change vs previous 13F -77,143 shares

    0.02% of the 13F portfolio, value $1,919,433.

    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 102,502 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,280,134.

    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).