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Disclosery

AE Wealth Management LLC: DLR position timeline

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

AE Wealth Management LLC held 1,670 DLR 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 1,670 shares
    Change vs previous 13F +206 shares

    <0.01% of the 13F portfolio, value $299,925.

    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 1,464 shares
    Change vs previous 13F +154 shares

    <0.01% of the 13F portfolio, value $263,878.

    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 1,310 shares
    Change vs previous 13F -412 shares

    <0.01% of the 13F portfolio, value $202,615.

    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 1,722 shares
    Change vs previous 13F +111 shares

    <0.01% of the 13F portfolio, value $297,556.

    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 1,611 shares
    Change vs previous 13F -12,964 shares

    <0.01% of the 13F portfolio, value $280,756.

    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 14,575 shares
    Change vs previous 13F -127 shares

    0.02% of the 13F portfolio, value $2,088,475.

    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 14,702 shares
    Change vs previous 13F +1,027 shares

    0.02% of the 13F portfolio, value $2,607,074.

    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 13,675 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,213,131.

    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).