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AE Wealth Management LLC: ACN position timeline

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

AE Wealth Management LLC held 186,062 ACN 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 186,062 shares
    Change vs previous 13F -69,817 shares

    0.11% of the 13F portfolio, value $23,153,662.

    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 255,879 shares
    Change vs previous 13F +151,364 shares

    0.27% of the 13F portfolio, value $50,738,147.

    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 104,515 shares
    Change vs previous 13F +97,180 shares

    0.16% of the 13F portfolio, value $28,041,328.

    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 7,335 shares
    Change vs previous 13F +238 shares

    0.01% of the 13F portfolio, value $1,808,829.

    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 7,097 shares
    Change vs previous 13F +2,914 shares

    0.02% of the 13F portfolio, value $2,121,313.

    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 4,183 shares
    Change vs previous 13F +750 shares

    0.01% of the 13F portfolio, value $1,305,456.

    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 3,433 shares
    Change vs previous 13F -885 shares

    0.01% of the 13F portfolio, value $1,208,128.

    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 4,318 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,526,673.

    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).