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AE Wealth Management LLC: CR position timeline

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

AE Wealth Management LLC held 2,233 CR 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 2,233 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $498,168.

    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 2,240 shares
    Change vs previous 13F -1,007 shares

    <0.01% of the 13F portfolio, value $383,119.

    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 3,247 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $598,775.

    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 3,255 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $599,340.

    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 3,254 shares
    Change vs previous 13F +63 shares

    <0.01% of the 13F portfolio, value $617,996.

    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 3,191 shares
    Change vs previous 13F -80 shares

    <0.01% of the 13F portfolio, value $488,762.

    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 3,271 shares
    Change vs previous 13F -38 shares

    <0.01% of the 13F portfolio, value $496,317.

    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 3,309 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $523,670.

    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).