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Disclosery

AE Wealth Management LLC: ZDEK position timeline

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

AE Wealth Management LLC held 23,731 ZDEK 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 23,731 shares
    Change vs previous 13F -4,398 shares

    <0.01% of the 13F portfolio, value $626,973.

    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 28,129 shares
    Change vs previous 13F -544 shares

    <0.01% of the 13F portfolio, value $720,806.

    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 28,673 shares
    Change vs previous 13F -87,356 shares

    <0.01% of the 13F portfolio, value $737,957.

    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 116,029 shares
    Change vs previous 13F -218,054 shares

    0.02% of the 13F portfolio, value $2,930,893.

    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 334,083 shares
    Change vs previous 13F +49,224 shares

    0.06% of the 13F portfolio, value $8,198,397.

    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 284,859 shares
    Change vs previous 13F +43,971 shares

    0.06% of the 13F portfolio, value $6,745,461.

    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 240,888 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,752,405.

    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).