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Disclosery

AE Wealth Management LLC: DRI position timeline

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

AE Wealth Management LLC held 5,044 DRI 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 5,044 shares
    Change vs previous 13F +1,580 shares

    <0.01% of the 13F portfolio, value $1,039,078.

    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 3,464 shares
    Change vs previous 13F +259 shares

    <0.01% of the 13F portfolio, value $679,077.

    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 3,205 shares
    Change vs previous 13F -1,667 shares

    <0.01% of the 13F portfolio, value $589,941.

    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 4,872 shares
    Change vs previous 13F +3,027 shares

    0.01% of the 13F portfolio, value $927,502.

    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 1,845 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $402,088.

    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).