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Disclosery

AE Wealth Management LLC: ZROZ position timeline

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

AE Wealth Management LLC held 116,512 ZROZ 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 116,512 shares
    Change vs previous 13F +78,409 shares

    0.03% of the 13F portfolio, value $7,468,445.

    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 38,103 shares
    Change vs previous 13F -250 shares

    0.01% of the 13F portfolio, value $2,438,970.

    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 38,353 shares
    Change vs previous 13F -450 shares

    0.01% of the 13F portfolio, value $2,464,177.

    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 38,803 shares
    Change vs previous 13F +596 shares

    0.02% of the 13F portfolio, value $2,637,084.

    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 38,207 shares
    Change vs previous 13F +1,435 shares

    0.02% of the 13F portfolio, value $2,562,539.

    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 36,772 shares
    Change vs previous 13F -87,543 shares

    0.02% of the 13F portfolio, value $2,633,979.

    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 124,315 shares
    Change vs previous 13F -19,608 shares

    0.07% of the 13F portfolio, value $8,530,482.

    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 143,923 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,862,132.

    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).