Filer · Institutional
AE Wealth ManagementLLC
CIK 0001697723TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 12
Q1 202613F-HR
0001697723-26-000006 · filed 2026-05-13
2,591
positions
Q4 202513F-HR
0001697723-26-000001 · filed 2026-01-26
2,453
positions
Q3 202513F-HR
0001697723-25-000007 · filed 2025-11-03
2,278
positions
Q2 202513F-HR
0001697723-25-000004 · filed 2025-08-06
2,149
positions
Q1 202513F-HR
0001697723-25-000003 · filed 2025-05-06
2,143
positions
Q4 202413F-HR
0001697723-25-000001 · filed 2025-02-13
2,122
positions
Q3 202413F-HR
0001697723-24-000005 · filed 2024-11-14
1,233
positions
Q2 202413F-HR
0001697723-24-000004 · filed 2024-08-12
1,229
positions
Q1 202413F-HR
0001697723-24-000003 · filed 2024-05-15
1,141
positions
Q4 202313F-HR
0001697723-24-000002 · filed 2024-02-14
2,035
positions
Q3 202313F-HR
0001697723-23-000005 · filed 2023-10-11
1,933
positions
Q2 202313F-HR
0001697723-23-000004 · filed 2023-07-10
1,886
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.