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Disclosery

AE Wealth Management LLC: XTRE position timeline

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

AE Wealth Management LLC held 185,320 XTRE 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 185,320 shares
    Change vs previous 13F +36,823 shares

    0.04% of the 13F portfolio, value $9,086,325.

    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 148,497 shares
    Change vs previous 13F +12,349 shares

    0.04% of the 13F portfolio, value $7,352,079.

    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 136,148 shares
    Change vs previous 13F +21,448 shares

    0.04% of the 13F portfolio, value $6,774,972.

    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 114,700 shares
    Change vs previous 13F +67,263 shares

    0.04% of the 13F portfolio, value $5,716,510.

    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 47,437 shares
    Change vs previous 13F +1,701 shares

    0.02% of the 13F portfolio, value $2,361,413.

    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 45,736 shares
    Change vs previous 13F +31,985 shares

    0.02% of the 13F portfolio, value $2,265,304.

    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 13,751 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $670,636.

    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).