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Disclosery

AE Wealth Management LLC: DDWM position timeline

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

AE Wealth Management LLC held 9,779 DDWM 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 9,779 shares
    Change vs previous 13F +2,008 shares

    <0.01% of the 13F portfolio, value $451,575.

    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 7,771 shares
    Change vs previous 13F -1,081 shares

    <0.01% of the 13F portfolio, value $342,815.

    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 8,852 shares
    Change vs previous 13F -478 shares

    <0.01% of the 13F portfolio, value $385,454.

    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 9,330 shares
    Change vs previous 13F +2,724 shares

    <0.01% of the 13F portfolio, value $390,008.

    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 6,606 shares
    Change vs previous 13F -137 shares

    <0.01% of the 13F portfolio, value $262,016.

    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 6,743 shares
    Change vs previous 13F -1,563 shares

    <0.01% of the 13F portfolio, value $248,095.

    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 8,306 shares
    Change vs previous 13F -3,718 shares

    <0.01% of the 13F portfolio, value $285,566.

    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 12,024 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $431,174.

    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).