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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

  1. period ended2026-06-30
    13F 27,656 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,065 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,095 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,416 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,280 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,855 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,287 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,189 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).