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AE Wealth Management LLC: CDX position timeline

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

AE Wealth Management LLC held 1,184,163 CDX 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 1,184,163 shares
    Change vs previous 13F -80,224 shares

    0.12% of the 13F portfolio, value $25,009,552.

    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 1,264,387 shares
    Change vs previous 13F +47,478 shares

    0.15% of the 13F portfolio, value $26,982,041.

    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 1,216,909 shares
    Change vs previous 13F +174,686 shares

    0.16% of the 13F portfolio, value $27,100,548.

    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 1,042,223 shares
    Change vs previous 13F +179,543 shares

    0.15% of the 13F portfolio, value $23,877,311.

    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 862,680 shares
    Change vs previous 13F +303,406 shares

    0.15% of the 13F portfolio, value $20,117,723.

    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 559,274 shares
    Change vs previous 13F +49,214 shares

    0.11% of the 13F portfolio, value $12,829,755.

    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 510,060 shares
    Change vs previous 13F +30,406 shares

    0.09% of the 13F portfolio, value $11,124,434.

    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 479,654 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,385,420.

    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).