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AE Wealth Management LLC: CL position timeline

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

AE Wealth Management LLC held 41,172 CL 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 41,172 shares
    Change vs previous 13F +6,582 shares

    0.02% of the 13F portfolio, value $3,774,688.

    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 34,590 shares
    Change vs previous 13F +4,957 shares

    0.02% of the 13F portfolio, value $2,948,170.

    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 29,633 shares
    Change vs previous 13F +14,470 shares

    0.01% of the 13F portfolio, value $2,341,621.

    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 15,163 shares
    Change vs previous 13F +3,115 shares

    0.01% of the 13F portfolio, value $1,212,133.

    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 12,048 shares
    Change vs previous 13F +3,680 shares

    0.01% of the 13F portfolio, value $1,095,143.

    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 8,368 shares
    Change vs previous 13F -3,312 shares

    0.01% of the 13F portfolio, value $784,097.

    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 11,680 shares
    Change vs previous 13F +3,636 shares

    0.01% of the 13F portfolio, value $1,061,805.

    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 8,044 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $834,939.

    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).