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Disclosery

AE Wealth Management LLC: ZSEP position timeline

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

AE Wealth Management LLC held 2,601 ZSEP 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 2,601 shares
    Change vs previous 13F -179,706 shares

    <0.01% of the 13F portfolio, value $71,681.

    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 182,307 shares
    Change vs previous 13F +5,585 shares

    0.03% of the 13F portfolio, value $4,871,608.

    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 176,722 shares
    Change vs previous 13F -2,813 shares

    0.03% of the 13F portfolio, value $4,732,615.

    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 179,535 shares
    Change vs previous 13F +174,170 shares

    0.03% of the 13F portfolio, value $4,755,990.

    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 5,365 shares
    Change vs previous 13F -4,140 shares

    <0.01% of the 13F portfolio, value $138,873.

    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 9,505 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $236,923.

    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 9,510 shares
    Change vs previous 13F -12,093 shares

    <0.01% of the 13F portfolio, value $238,511.

    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 21,603 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $537,267.

    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).