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Disclosery

AE Wealth Management LLC: CRDT position timeline

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

AE Wealth Management LLC held 25,957 CRDT 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 25,957 shares
    Change vs previous 13F -929 shares

    <0.01% of the 13F portfolio, value $610,657.

    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 26,886 shares
    Change vs previous 13F -23,920 shares

    <0.01% of the 13F portfolio, value $605,724.

    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 50,806 shares
    Change vs previous 13F +735 shares

    0.01% of the 13F portfolio, value $1,184,282.

    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 50,071 shares
    Change vs previous 13F -1,685 shares

    0.01% of the 13F portfolio, value $1,184,672.

    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 51,756 shares
    Change vs previous 13F +619 shares

    0.01% of the 13F portfolio, value $1,236,694.

    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 51,137 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,305,522.

    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).