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Disclosery

AE Wealth Management LLC: CWB position timeline

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

AE Wealth Management LLC held 20,371 CWB 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 20,371 shares
    Change vs previous 13F +7,693 shares

    0.01% of the 13F portfolio, value $2,196,380.

    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 12,678 shares
    Change vs previous 13F -4,290 shares

    0.01% of the 13F portfolio, value $1,160,294.

    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 16,968 shares
    Change vs previous 13F -4,889 shares

    0.01% of the 13F portfolio, value $1,513,583.

    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 21,857 shares
    Change vs previous 13F +8,682 shares

    0.01% of the 13F portfolio, value $1,978,077.

    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 13,175 shares
    Change vs previous 13F -14,917 shares

    0.01% of the 13F portfolio, value $1,089,023.

    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 28,092 shares
    Change vs previous 13F +9,340 shares

    0.02% of the 13F portfolio, value $2,152,392.

    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 18,752 shares
    Change vs previous 13F +3,718 shares

    0.01% of the 13F portfolio, value $1,460,626.

    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 15,034 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,151,456.

    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).