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Disclosery

AE Wealth Management LLC: CACI position timeline

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

AE Wealth Management LLC held 986 CACI 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 986 shares
    Change vs previous 13F -1,315 shares

    <0.01% of the 13F portfolio, value $456,784.

    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 2,301 shares
    Change vs previous 13F -1,520 shares

    0.01% of the 13F portfolio, value $1,251,447.

    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 3,821 shares
    Change vs previous 13F -848 shares

    0.01% of the 13F portfolio, value $2,035,693.

    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 4,669 shares
    Change vs previous 13F -149 shares

    0.01% of the 13F portfolio, value $2,328,638.

    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 4,818 shares
    Change vs previous 13F -1,817 shares

    0.02% of the 13F portfolio, value $2,296,741.

    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 6,635 shares
    Change vs previous 13F +2,550 shares

    0.02% of the 13F portfolio, value $2,434,515.

    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 4,085 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,650,585.

    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).