AE Wealth Management LLC: ALLW position timeline

AE Wealth Management LLC held 2,424,005 ALLW 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 2,424,005 shares

   Change vs previous 13F +252,312 shares

   0.33% of the 13F portfolio, value $70,950,590.

   13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,171,693 shares

   Change vs previous 13F +935,720 shares

   0.34% of the 13F portfolio, value $62,653,322.

   13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,235,973 shares

   Change vs previous 13F +379,251 shares

   0.2% of the 13F portfolio, value $33,976,881.

   13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 856,722 shares

   Change vs previous 13F +165,964 shares

   0.15% of the 13F portfolio, value $23,885,410.

   13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 690,758 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $18,008,060.

   13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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