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Disclosery

AE Wealth Management LLC: AWK position timeline

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

AE Wealth Management LLC held 33,916 AWK 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 33,916 shares
    Change vs previous 13F +5,618 shares

    0.02% of the 13F portfolio, value $4,462,938.

    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 28,298 shares
    Change vs previous 13F +2,392 shares

    0.02% of the 13F portfolio, value $3,851,432.

    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 25,906 shares
    Change vs previous 13F +2,251 shares

    0.02% of the 13F portfolio, value $3,380,693.

    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 23,655 shares
    Change vs previous 13F +2,937 shares

    0.02% of the 13F portfolio, value $3,292,681.

    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 20,718 shares
    Change vs previous 13F +1,400 shares

    0.02% of the 13F portfolio, value $2,881,882.

    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 19,318 shares
    Change vs previous 13F -264 shares

    0.02% of the 13F portfolio, value $2,850,091.

    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 19,582 shares
    Change vs previous 13F +5,821 shares

    0.02% of the 13F portfolio, value $2,437,969.

    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 13,761 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,012,189.

    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).