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Disclosery

AE Wealth Management LLC: CNC position timeline

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

AE Wealth Management LLC held 14,469 CNC 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 14,469 shares
    Change vs previous 13F +3,646 shares

    <0.01% of the 13F portfolio, value $928,793.

    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 10,823 shares
    Change vs previous 13F +1,458 shares

    <0.01% of the 13F portfolio, value $354,359.

    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 9,365 shares
    Change vs previous 13F +272 shares

    <0.01% of the 13F portfolio, value $385,387.

    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 9,093 shares
    Change vs previous 13F +4,649 shares

    <0.01% of the 13F portfolio, value $324,454.

    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 4,444 shares
    Change vs previous 13F +734 shares

    <0.01% of the 13F portfolio, value $241,169.

    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 3,710 shares
    Change vs previous 13F -1,022 shares

    <0.01% of the 13F portfolio, value $225,238.

    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 4,732 shares
    Change vs previous 13F -17,470 shares

    <0.01% of the 13F portfolio, value $286,624.

    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 22,202 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,671,369.

    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).