AE Wealth Management LLC: AIRR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on AIRR, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 32,824 AIRR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 32,824 sharesChange vs previous 13F +2,315 shares
0.02% of the 13F portfolio, value $4,373,720.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 30,509 sharesChange vs previous 13F +3,667 shares
0.02% of the 13F portfolio, value $3,379,728.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,842 sharesChange vs previous 13F +4,604 shares
0.02% of the 13F portfolio, value $2,639,043.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,238 sharesChange vs previous 13F +5,212 shares
0.01% of the 13F portfolio, value $2,149,944.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,026 sharesChange vs previous 13F -335 shares
0.01% of the 13F portfolio, value $1,385,895.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,361 sharesChange vs previous 13F +4,146 shares
0.01% of the 13F portfolio, value $1,184,183.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,215 sharesChange vs previous 13F +1,197 shares
0.01% of the 13F portfolio, value $1,018,084.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,018 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $897,386.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).