Ownership history in AE Wealth Management LLC · 7 quarters on record
This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in UBIQUITI INC (UI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,180 | -2,037 | -48.3% | 0.01% | $1.4M | $658.90 |
| 2025 Q2 | REDUCED | 4,217 | -31 | -0.7% | 0.01% | $1.7M | $409.98 |
| 2025 Q1 | ADDED | 4,248 | +698 | +19.7% | 0.01% | $1.3M | $308.46 |
| 2024 Q4 | REDUCED | 3,550 | -155 | -4.2% | 0.01% | $1.2M | $329.55 |
| 2024 Q3 | REDUCED | 3,705 | -13,691 | -78.7% | 0.01% | $821K | $219.74 |
| 2023 Q3 | REDUCED | 17,396 | -2,079 | -10.7% | 0.02% | $2.5M | $141.47 |
| 2023 Q2 | INITIATED | 19,475 | — | — | 0.02% | $3.4M | $170.53 |
As of 2025 Q4 — sorted by position size