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Disclosery

AE Wealth Management LLC: CLOI position timeline

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

AE Wealth Management LLC held 3,072 CLOI 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 3,072 shares
    Change vs previous 13F -3,782 shares

    <0.01% of the 13F portfolio, value $162,668.

    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 6,854 shares
    Change vs previous 13F -237,475 shares

    <0.01% of the 13F portfolio, value $361,177.

    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 244,329 shares
    Change vs previous 13F +17,325 shares

    0.07% of the 13F portfolio, value $12,903,032.

    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 227,004 shares
    Change vs previous 13F +50,806 shares

    0.08% of the 13F portfolio, value $12,053,925.

    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 176,198 shares
    Change vs previous 13F -46,725 shares

    0.07% of the 13F portfolio, value $9,329,661.

    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 222,923 shares
    Change vs previous 13F -1,927 shares

    0.1% of the 13F portfolio, value $11,779,248.

    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 224,850 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,865,344.

    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).