Skip to content
Disclosery

AE Wealth Management LLC: CWEN position timeline

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

AE Wealth Management LLC held 99,431 CWEN 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 99,431 shares
    Change vs previous 13F +3,667 shares

    0.02% of the 13F portfolio, value $3,398,531.

    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 95,764 shares
    Change vs previous 13F +1,709 shares

    0.02% of the 13F portfolio, value $3,762,554.

    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 94,055 shares
    Change vs previous 13F +1,907 shares

    0.02% of the 13F portfolio, value $3,128,257.

    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 92,148 shares
    Change vs previous 13F +4,721 shares

    0.02% of the 13F portfolio, value $2,603,167.

    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 87,427 shares
    Change vs previous 13F +2,301 shares

    0.02% of the 13F portfolio, value $2,797,666.

    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 85,126 shares
    Change vs previous 13F +3,026 shares

    0.02% of the 13F portfolio, value $2,576,772.

    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 82,100 shares
    Change vs previous 13F +7,056 shares

    0.02% of the 13F portfolio, value $2,134,602.

    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 75,044 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,302,336.

    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).