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AE Wealth Management LLC: COR position timeline

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

AE Wealth Management LLC held 33,715 COR 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 33,715 shares
    Change vs previous 13F +4,305 shares

    0.04% of the 13F portfolio, value $9,541,544.

    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 29,410 shares
    Change vs previous 13F +4,718 shares

    0.05% of the 13F portfolio, value $9,238,476.

    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 24,692 shares
    Change vs previous 13F +1,372 shares

    0.05% of the 13F portfolio, value $8,339,790.

    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 23,320 shares
    Change vs previous 13F +2,528 shares

    0.05% of the 13F portfolio, value $7,288,787.

    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 20,792 shares
    Change vs previous 13F +1,283 shares

    0.05% of the 13F portfolio, value $6,234,202.

    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 19,509 shares
    Change vs previous 13F -3,707 shares

    0.05% of the 13F portfolio, value $5,424,900.

    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 23,216 shares
    Change vs previous 13F +2,993 shares

    0.04% of the 13F portfolio, value $5,216,448.

    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 20,223 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,551,969.

    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).