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Disclosery

AE Wealth Management LLC: COHR position timeline

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

AE Wealth Management LLC held 4,955 COHR 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 4,955 shares
    Change vs previous 13F -3,442 shares

    0.01% of the 13F portfolio, value $1,954,435.

    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 8,397 shares
    Change vs previous 13F -4,315 shares

    0.01% of the 13F portfolio, value $2,000,315.

    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 12,712 shares
    Change vs previous 13F -5,988 shares

    0.01% of the 13F portfolio, value $2,346,285.

    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 18,700 shares
    Change vs previous 13F -7,655 shares

    0.01% of the 13F portfolio, value $2,014,369.

    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 26,355 shares
    Change vs previous 13F -1,202 shares

    0.02% of the 13F portfolio, value $2,351,128.

    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 27,557 shares
    Change vs previous 13F -7,558 shares

    0.02% of the 13F portfolio, value $1,789,552.

    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 35,115 shares
    Change vs previous 13F -201 shares

    0.03% of the 13F portfolio, value $3,326,443.

    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 35,316 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,139,960.

    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).