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Disclosery

AE Wealth Management LLC: DOW position timeline

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

AE Wealth Management LLC held 22,367 DOW 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 22,367 shares
    Change vs previous 13F +941 shares

    <0.01% of the 13F portfolio, value $611,988.

    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 21,426 shares
    Change vs previous 13F -946 shares

    <0.01% of the 13F portfolio, value $892,385.

    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 22,372 shares
    Change vs previous 13F -2,310 shares

    <0.01% of the 13F portfolio, value $523,069.

    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 24,682 shares
    Change vs previous 13F -32,737 shares

    <0.01% of the 13F portfolio, value $565,963.

    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 57,419 shares
    Change vs previous 13F +10,832 shares

    0.01% of the 13F portfolio, value $1,520,514.

    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 46,587 shares
    Change vs previous 13F -3,491 shares

    0.01% of the 13F portfolio, value $1,626,820.

    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 50,078 shares
    Change vs previous 13F -40,476 shares

    0.02% of the 13F portfolio, value $2,009,679.

    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 90,554 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,946,921.

    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).