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AE Wealth Management LLC: ARTY position timeline

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

AE Wealth Management LLC held 10,711 ARTY 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 10,711 shares
    Change vs previous 13F -230 shares

    <0.01% of the 13F portfolio, value $815,768.

    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 10,941 shares
    Change vs previous 13F -19,882 shares

    <0.01% of the 13F portfolio, value $509,085.

    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 30,823 shares
    Change vs previous 13F -8,667 shares

    0.01% of the 13F portfolio, value $1,485,046.

    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 39,490 shares
    Change vs previous 13F +6,671 shares

    0.01% of the 13F portfolio, value $1,807,846.

    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 32,819 shares
    Change vs previous 13F +1,286 shares

    0.01% of the 13F portfolio, value $1,345,579.

    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 31,533 shares
    Change vs previous 13F +21,092 shares

    0.01% of the 13F portfolio, value $991,709.

    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 10,441 shares
    Change vs previous 13F -2,149 shares

    <0.01% of the 13F portfolio, value $387,048.

    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 12,590 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $431,082.

    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).