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Disclosery

AE Wealth Management LLC: XSOE position timeline

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

AE Wealth Management LLC held 8,540 XSOE 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 8,540 shares
    Change vs previous 13F +1,383 shares

    <0.01% of the 13F portfolio, value $419,994.

    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 7,157 shares
    Change vs previous 13F -1,527 shares

    <0.01% of the 13F portfolio, value $287,002.

    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 8,684 shares
    Change vs previous 13F +1,266 shares

    <0.01% of the 13F portfolio, value $338,875.

    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 7,418 shares
    Change vs previous 13F -87 shares

    <0.01% of the 13F portfolio, value $281,448.

    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 7,505 shares
    Change vs previous 13F +1,031 shares

    <0.01% of the 13F portfolio, value $258,765.

    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 6,474 shares
    Change vs previous 13F -2,117 shares

    <0.01% of the 13F portfolio, value $199,840.

    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 8,591 shares
    Change vs previous 13F +672 shares

    <0.01% of the 13F portfolio, value $261,866.

    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 7,919 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $261,553.

    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).