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AE Wealth Management LLC: CION position timeline

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

AE Wealth Management LLC held 57,839 CION 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 57,839 shares
    Change vs previous 13F +1,392 shares

    <0.01% of the 13F portfolio, value $360,337.

    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 56,447 shares
    Change vs previous 13F +1,723 shares

    <0.01% of the 13F portfolio, value $386,100.

    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 54,724 shares
    Change vs previous 13F +3,883 shares

    <0.01% of the 13F portfolio, value $529,177.

    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 50,841 shares
    Change vs previous 13F +17,718 shares

    <0.01% of the 13F portfolio, value $481,973.

    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 33,123 shares
    Change vs previous 13F +1,044 shares

    <0.01% of the 13F portfolio, value $316,989.

    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 32,079 shares
    Change vs previous 13F +4,759 shares

    <0.01% of the 13F portfolio, value $332,021.

    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 27,320 shares
    Change vs previous 13F -3,915 shares

    <0.01% of the 13F portfolio, value $311,452.

    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 31,235 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $371,693.

    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).