Skip to content
Disclosery

AE Wealth Management LLC: ADI position timeline

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

AE Wealth Management LLC held 53,058 ADI 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 53,058 shares
    Change vs previous 13F +10,179 shares

    0.1% of the 13F portfolio, value $21,075,133.

    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 42,879 shares
    Change vs previous 13F +2,503 shares

    0.07% of the 13F portfolio, value $13,642,593.

    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 40,376 shares
    Change vs previous 13F -3,556 shares

    0.06% of the 13F portfolio, value $10,950,183.

    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 43,932 shares
    Change vs previous 13F +9,174 shares

    0.07% of the 13F portfolio, value $10,794,735.

    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 34,758 shares
    Change vs previous 13F +1,244 shares

    0.06% of the 13F portfolio, value $8,272,852.

    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 33,514 shares
    Change vs previous 13F +2,986 shares

    0.06% of the 13F portfolio, value $6,759,238.

    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 30,528 shares
    Change vs previous 13F +5,536 shares

    0.06% of the 13F portfolio, value $6,486,344.

    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 24,992 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,752,428.

    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).