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Disclosery

AE Wealth Management LLC: ZALT position timeline

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

AE Wealth Management LLC held 16,893 ZALT 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 16,893 shares
    Change vs previous 13F +135 shares

    <0.01% of the 13F portfolio, value $572,166.

    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 16,758 shares
    Change vs previous 13F +2,339 shares

    <0.01% of the 13F portfolio, value $543,964.

    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 14,419 shares
    Change vs previous 13F -370 shares

    <0.01% of the 13F portfolio, value $469,627.

    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 14,789 shares
    Change vs previous 13F -4,163 shares

    <0.01% of the 13F portfolio, value $471,473.

    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 18,952 shares
    Change vs previous 13F +3,485 shares

    <0.01% of the 13F portfolio, value $583,722.

    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 15,467 shares
    Change vs previous 13F +13,366 shares

    <0.01% of the 13F portfolio, value $460,453.

    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 2,101 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $62,526.

    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).