Skip to content
Disclosery

AE Wealth Management LLC: CDNS position timeline

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

AE Wealth Management LLC held 22,683 CDNS 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 22,683 shares
    Change vs previous 13F +4,345 shares

    0.04% of the 13F portfolio, value $8,513,289.

    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 18,338 shares
    Change vs previous 13F +2,207 shares

    0.03% of the 13F portfolio, value $5,095,351.

    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 16,131 shares
    Change vs previous 13F +4,401 shares

    0.03% of the 13F portfolio, value $5,041,939.

    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 11,730 shares
    Change vs previous 13F +1,632 shares

    0.03% of the 13F portfolio, value $4,119,919.

    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 10,098 shares
    Change vs previous 13F +512 shares

    0.02% of the 13F portfolio, value $3,111,596.

    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 9,586 shares
    Change vs previous 13F +841 shares

    0.02% of the 13F portfolio, value $2,437,909.

    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 8,745 shares
    Change vs previous 13F +910 shares

    0.02% of the 13F portfolio, value $2,627,471.

    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 7,835 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,123,537.

    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).