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Disclosery

AE Wealth Management LLC: YUM position timeline

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

AE Wealth Management LLC held 10,370 YUM 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 10,370 shares
    Change vs previous 13F -603 shares

    0.01% of the 13F portfolio, value $1,657,789.

    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 10,973 shares
    Change vs previous 13F +243 shares

    0.01% of the 13F portfolio, value $1,706,084.

    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 10,730 shares
    Change vs previous 13F -152,198 shares

    0.01% of the 13F portfolio, value $1,623,303.

    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 162,928 shares
    Change vs previous 13F +7,530 shares

    0.16% of the 13F portfolio, value $24,764,629.

    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 155,398 shares
    Change vs previous 13F +8,406 shares

    0.17% of the 13F portfolio, value $23,026,666.

    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 146,992 shares
    Change vs previous 13F -346 shares

    0.19% of the 13F portfolio, value $23,130,613.

    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 147,338 shares
    Change vs previous 13F -28,611 shares

    0.17% of the 13F portfolio, value $19,767,087.

    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 175,949 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $24,581,938.

    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).