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Disclosery

AE Wealth Management LLC: XYLD position timeline

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

AE Wealth Management LLC held 4,626 XYLD 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 4,626 shares
    Change vs previous 13F -1,297 shares

    <0.01% of the 13F portfolio, value $188,701.

    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 5,923 shares
    Change vs previous 13F -5,591 shares

    <0.01% of the 13F portfolio, value $231,769.

    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 11,514 shares
    Change vs previous 13F +7,432 shares

    <0.01% of the 13F portfolio, value $467,808.

    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 4,082 shares
    Change vs previous 13F -237 shares

    <0.01% of the 13F portfolio, value $160,273.

    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 4,319 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $168,177.

    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 4,370 shares
    Change vs previous 13F +2,004 shares

    <0.01% of the 13F portfolio, value $172,563.

    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 2,366 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $99,141.

    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).