Skip to content

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

  1. period ended2026-06-30
    13F 32,824 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,509 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,842 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,238 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,026 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,361 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,215 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,018 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).