AE Wealth Management LLC

Position in SAIA — Saia Inc

CIK 1697723 TOPEKA, KS

Position in SAIA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$230,367

-$442,583 QoQ

Shares Held

547

-73.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#389

of 510 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $6,348,985 across 4 Trucking names. SAIA ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XPO	XPO, Inc.	21,166	$4,345,141
2	ODFL	Old Dominion Freight Line, Inc.	5,264	$1,140,175
3	KNX	Knight-Swift Transportation Holdings Inc.	8,133	$633,302
4	SAIA	Saia Inc This page	547	$230,367

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,367	547	-73.5%	Shares	Other	2026-08-03
2025-12-31	$672,950	2,061	-6.2%	Shares	Other	2026-01-26
2025-09-30	$657,989	2,198	-0.6%	Shares	Sole	2025-11-03
2025-06-30	$605,788	2,211	-11.1%	Shares	Other	2025-08-06
2025-03-31	$869,379	2,488	-35.6%	Shares	Other	2025-05-06
2024-12-31	$1,761,387	3,865	+1.5%	Shares	Other	2025-02-13
2024-09-30	$1,665,082	3,808	+4.7%	Shares	Other	2024-11-14
2024-06-30	$1,725,463	3,638	+68.3%	Shares	Other	2024-08-12
2024-03-31	$1,264,185	2,161	+181.0%	Shares	Other	2024-05-15
2023-12-31	$336,991	769	-62.9%	Shares	Sole	2024-02-14
2022-06-30	$389,160	2,070	+18.7%	Shares	Sole	2022-08-03
2022-03-31	$425,222	1,744	—	Shares	Sole	2022-04-18
No filing history on record for this holder in this stock.