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AE Wealth Management LLC: CNAV position timeline

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

AE Wealth Management LLC held 440,323 CNAV 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 440,323 shares
    Change vs previous 13F -5,925 shares

    0.1% of the 13F portfolio, value $21,087,353.

    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 446,248 shares
    Change vs previous 13F -1,936 shares

    0.07% of the 13F portfolio, value $13,869,566.

    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 448,184 shares
    Change vs previous 13F -74,604 shares

    0.08% of the 13F portfolio, value $13,844,942.

    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 522,788 shares
    Change vs previous 13F -79,280 shares

    0.1% of the 13F portfolio, value $15,818,781.

    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 602,068 shares
    Change vs previous 13F -123,349 shares

    0.12% of the 13F portfolio, value $16,434,650.

    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 725,417 shares
    Change vs previous 13F -313,808 shares

    0.14% of the 13F portfolio, value $16,481,474.

    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 1,039,225 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $27,486,358.

    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).