Skip to content
Disclosery

AE Wealth Management LLC: AHR position timeline

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

AE Wealth Management LLC held 19,121 AHR 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 19,121 shares
    Change vs previous 13F +234 shares

    <0.01% of the 13F portfolio, value $997,148.

    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 18,887 shares
    Change vs previous 13F +2,264 shares

    <0.01% of the 13F portfolio, value $890,732.

    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 16,623 shares
    Change vs previous 13F +82 shares

    <0.01% of the 13F portfolio, value $782,273.

    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 16,541 shares
    Change vs previous 13F -2,671 shares

    <0.01% of the 13F portfolio, value $694,900.

    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 19,212 shares
    Change vs previous 13F -2,144 shares

    0.01% of the 13F portfolio, value $705,865.

    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 21,356 shares
    Change vs previous 13F +1,455 shares

    0.01% of the 13F portfolio, value $647,075.

    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 19,901 shares
    Change vs previous 13F -13,884 shares

    <0.01% of the 13F portfolio, value $565,575.

    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 33,785 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $881,788.

    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).