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AE Wealth Management LLC: AOK position timeline

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

AE Wealth Management LLC held 22,158 AOK 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 22,158 shares
    Change vs previous 13F +13,774 shares

    <0.01% of the 13F portfolio, value $919,095.

    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 8,384 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $334,443.

    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 8,367 shares
    Change vs previous 13F -2,476 shares

    <0.01% of the 13F portfolio, value $335,785.

    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 10,843 shares
    Change vs previous 13F -2,161 shares

    <0.01% of the 13F portfolio, value $435,459.

    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 13,004 shares
    Change vs previous 13F -631 shares

    <0.01% of the 13F portfolio, value $508,056.

    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 13,635 shares
    Change vs previous 13F -684 shares

    <0.01% of the 13F portfolio, value $513,096.

    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 14,319 shares
    Change vs previous 13F -513 shares

    <0.01% of the 13F portfolio, value $534,107.

    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 14,832 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $573,402.

    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).