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AE Wealth Management LLC: AIQ position timeline

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

AE Wealth Management LLC held 56,595 AIQ 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 56,595 shares
    Change vs previous 13F +18,168 shares

    0.02% of the 13F portfolio, value $3,713,233.

    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 38,427 shares
    Change vs previous 13F +12,751 shares

    0.01% of the 13F portfolio, value $1,793,373.

    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 25,676 shares
    Change vs previous 13F +13,468 shares

    0.01% of the 13F portfolio, value $1,305,871.

    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 12,208 shares
    Change vs previous 13F +1,539 shares

    <0.01% of the 13F portfolio, value $602,943.

    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 10,669 shares
    Change vs previous 13F -11,805 shares

    <0.01% of the 13F portfolio, value $466,141.

    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 22,474 shares
    Change vs previous 13F +10,222 shares

    0.01% of the 13F portfolio, value $817,587.

    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 12,252 shares
    Change vs previous 13F +2,003 shares

    <0.01% of the 13F portfolio, value $473,414.

    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 10,249 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $380,952.

    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).