Skip to content
Disclosery

AE Wealth Management LLC: XSMO position timeline

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

AE Wealth Management LLC held 36,585 XSMO 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 36,585 shares
    Change vs previous 13F +3,219 shares

    0.02% of the 13F portfolio, value $3,425,418.

    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 33,366 shares
    Change vs previous 13F +31,318 shares

    0.01% of the 13F portfolio, value $2,536,499.

    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 2,048 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $147,463.

    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 1,962 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $144,361.

    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 1,962 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $133,425.

    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 1,931 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $121,161.

    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 1,845 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $121,946.

    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).