Skip to content
Disclosery

AE Wealth Management LLC: XTWY position timeline

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

AE Wealth Management LLC held 102,060 XTWY 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 102,060 shares
    Change vs previous 13F -2,854 shares

    0.02% of the 13F portfolio, value $3,830,824.

    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 104,914 shares
    Change vs previous 13F +19,302 shares

    0.02% of the 13F portfolio, value $3,943,662.

    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 85,612 shares
    Change vs previous 13F +33,201 shares

    0.02% of the 13F portfolio, value $3,239,555.

    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 52,411 shares
    Change vs previous 13F +16,156 shares

    0.01% of the 13F portfolio, value $2,046,651.

    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 36,255 shares
    Change vs previous 13F -561 shares

    0.01% of the 13F portfolio, value $1,398,506.

    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 36,816 shares
    Change vs previous 13F +30,294 shares

    0.01% of the 13F portfolio, value $1,476,735.

    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 6,522 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $251,684.

    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).