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Disclosery

AE Wealth Management LLC: XTEN position timeline

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

AE Wealth Management LLC held 196,467 XTEN 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 196,467 shares
    Change vs previous 13F -54,830 shares

    0.04% of the 13F portfolio, value $8,954,941.

    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 251,297 shares
    Change vs previous 13F +16,293 shares

    0.06% of the 13F portfolio, value $11,524,444.

    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 235,004 shares
    Change vs previous 13F -18,781 shares

    0.06% of the 13F portfolio, value $10,861,853.

    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 253,785 shares
    Change vs previous 13F -11,938 shares

    0.08% of the 13F portfolio, value $11,833,969.

    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 265,723 shares
    Change vs previous 13F +148,152 shares

    0.09% of the 13F portfolio, value $12,265,781.

    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 117,571 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,475,271.

    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).