AE Wealth Management LLC: CRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on CRK, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 27,656 CRK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 27,656 sharesChange vs previous 13F +2,591 shares
<0.01% of the 13F portfolio, value $412,632.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,065 sharesChange vs previous 13F -30 shares
<0.01% of the 13F portfolio, value $528,375.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,095 sharesChange vs previous 13F +3,679 shares
<0.01% of the 13F portfolio, value $581,711.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,416 sharesChange vs previous 13F -2,864 shares
<0.01% of the 13F portfolio, value $424,686.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,280 sharesChange vs previous 13F -575 shares
<0.01% of the 13F portfolio, value $671,837.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 24,855 sharesChange vs previous 13F -4,432 shares
<0.01% of the 13F portfolio, value $505,557.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,287 sharesChange vs previous 13F +3,098 shares
<0.01% of the 13F portfolio, value $533,616.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,189 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $291,486.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).