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Disclosery

AE Wealth Management LLC: XONE position timeline

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

AE Wealth Management LLC held 1,368,842 XONE 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 1,368,842 shares
    Change vs previous 13F +146,986 shares

    0.31% of the 13F portfolio, value $67,579,723.

    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 1,221,856 shares
    Change vs previous 13F +58,773 shares

    0.33% of the 13F portfolio, value $60,506,297.

    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 1,163,083 shares
    Change vs previous 13F +48,748 shares

    0.33% of the 13F portfolio, value $57,613,371.

    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 1,114,335 shares
    Change vs previous 13F +59,800 shares

    0.35% of the 13F portfolio, value $55,337,964.

    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 1,054,535 shares
    Change vs previous 13F +118,884 shares

    0.38% of the 13F portfolio, value $52,336,542.

    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 935,651 shares
    Change vs previous 13F +168,495 shares

    0.39% of the 13F portfolio, value $46,520,561.

    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 767,156 shares
    Change vs previous 13F -210,949 shares

    0.32% of the 13F portfolio, value $38,004,918.

    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 978,105 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $48,846,610.

    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).