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Disclosery

AE Wealth Management LLC: DON position timeline

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

AE Wealth Management LLC held 355,863 DON 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 355,863 shares
    Change vs previous 13F -2,576 shares

    0.09% of the 13F portfolio, value $20,113,279.

    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 358,439 shares
    Change vs previous 13F +22,965 shares

    0.1% of the 13F portfolio, value $18,832,336.

    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 335,474 shares
    Change vs previous 13F +27,552 shares

    0.1% of the 13F portfolio, value $17,310,500.

    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 307,922 shares
    Change vs previous 13F +36,575 shares

    0.1% of the 13F portfolio, value $16,104,333.

    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 271,347 shares
    Change vs previous 13F +27,912 shares

    0.1% of the 13F portfolio, value $13,599,925.

    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 243,435 shares
    Change vs previous 13F +20,241 shares

    0.1% of the 13F portfolio, value $12,054,844.

    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 223,194 shares
    Change vs previous 13F +11,111 shares

    0.1% of the 13F portfolio, value $11,376,298.

    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 212,083 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,843,758.

    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).