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Disclosery

AE Wealth Management LLC: CHRW position timeline

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

AE Wealth Management LLC held 54,689 CHRW 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 54,689 shares
    Change vs previous 13F +2,884 shares

    0.05% of the 13F portfolio, value $10,300,180.

    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 51,805 shares
    Change vs previous 13F -1,880 shares

    0.05% of the 13F portfolio, value $8,603,379.

    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 53,685 shares
    Change vs previous 13F +832 shares

    0.05% of the 13F portfolio, value $8,630,481.

    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 52,853 shares
    Change vs previous 13F +3,199 shares

    0.04% of the 13F portfolio, value $6,997,550.

    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 49,654 shares
    Change vs previous 13F +7,061 shares

    0.03% of the 13F portfolio, value $4,764,161.

    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 42,593 shares
    Change vs previous 13F +3,682 shares

    0.04% of the 13F portfolio, value $4,361,379.

    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 38,911 shares
    Change vs previous 13F +5,708 shares

    0.03% of the 13F portfolio, value $4,020,315.

    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 33,203 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,664,654.

    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).