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AE Wealth Management LLC: CHRD position timeline

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

AE Wealth Management LLC held 33,749 CHRD 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 33,749 shares
    Change vs previous 13F +7,345 shares

    0.02% of the 13F portfolio, value $3,857,558.

    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 26,404 shares
    Change vs previous 13F +1,681 shares

    0.02% of the 13F portfolio, value $3,754,078.

    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 24,723 shares
    Change vs previous 13F +304 shares

    0.01% of the 13F portfolio, value $2,291,824.

    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 24,419 shares
    Change vs previous 13F +1,188 shares

    0.02% of the 13F portfolio, value $2,426,310.

    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 23,231 shares
    Change vs previous 13F +1,406 shares

    0.02% of the 13F portfolio, value $2,250,100.

    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 21,825 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,460,113.

    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).