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
- period ended2026-06-3013F 10,711 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,941 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,823 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 39,490 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 32,819 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,533 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,441 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,590 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).