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Disclosery

AE Wealth Management LLC: XT position timeline

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

AE Wealth Management LLC held 14,319 XT 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 14,319 shares
    Change vs previous 13F -71 shares

    0.01% of the 13F portfolio, value $1,183,203.

    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 14,390 shares
    Change vs previous 13F +275 shares

    0.01% of the 13F portfolio, value $980,670.

    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 14,115 shares
    Change vs previous 13F -920 shares

    0.01% of the 13F portfolio, value $984,381.

    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 15,035 shares
    Change vs previous 13F -269 shares

    0.01% of the 13F portfolio, value $1,081,641.

    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 15,304 shares
    Change vs previous 13F -911 shares

    0.01% of the 13F portfolio, value $998,599.

    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 16,215 shares
    Change vs previous 13F +1,232 shares

    0.01% of the 13F portfolio, value $933,341.

    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 14,983 shares
    Change vs previous 13F +1,207 shares

    0.01% of the 13F portfolio, value $893,899.

    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 13,776 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $838,683.

    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).