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Disclosery

AE Wealth Management LLC: COP position timeline

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

AE Wealth Management LLC held 72,929 COP 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 72,929 shares
    Change vs previous 13F +8,190 shares

    0.04% of the 13F portfolio, value $7,581,655.

    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 64,739 shares
    Change vs previous 13F +4,764 shares

    0.05% of the 13F portfolio, value $8,545,447.

    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 59,975 shares
    Change vs previous 13F -43,455 shares

    0.03% of the 13F portfolio, value $5,614,268.

    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 103,430 shares
    Change vs previous 13F +53,587 shares

    0.06% of the 13F portfolio, value $9,783,454.

    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 49,843 shares
    Change vs previous 13F +31,000 shares

    0.03% of the 13F portfolio, value $4,472,936.

    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 18,843 shares
    Change vs previous 13F +1,016 shares

    0.02% of the 13F portfolio, value $1,978,850.

    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 17,827 shares
    Change vs previous 13F -10,899 shares

    0.01% of the 13F portfolio, value $1,767,763.

    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 28,726 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,024,306.

    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).