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Disclosery

AE Wealth Management LLC: ZION position timeline

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

AE Wealth Management LLC held 0 ZION shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -72,031 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 72,031 shares
    Change vs previous 13F +7,748 shares

    0.03% of the 13F portfolio, value $3,591,528.

    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).

  3. period ended2024-12-31
    13F 64,283 shares
    Change vs previous 13F +11,308 shares

    0.03% of the 13F portfolio, value $3,487,377.

    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).

  4. period ended2024-09-30
    13F 52,975 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,501,511.

    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).