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Disclosery

AE Wealth Management LLC: EWX position timeline

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

AE Wealth Management LLC held 37,551 EWX 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 37,551 shares
    Change vs previous 13F -5,052 shares

    0.01% of the 13F portfolio, value $2,790,136.

    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 42,603 shares
    Change vs previous 13F +10,972 shares

    0.02% of the 13F portfolio, value $2,816,896.

    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 31,631 shares
    Change vs previous 13F +10,326 shares

    0.01% of the 13F portfolio, value $2,076,893.

    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 21,305 shares
    Change vs previous 13F +3,030 shares

    0.01% of the 13F portfolio, value $1,433,734.

    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 18,275 shares
    Change vs previous 13F +2,386 shares

    0.01% of the 13F portfolio, value $1,133,761.

    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 15,889 shares
    Change vs previous 13F -4,032 shares

    0.01% of the 13F portfolio, value $899,828.

    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 19,921 shares
    Change vs previous 13F -1,205 shares

    0.01% of the 13F portfolio, value $1,167,690.

    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 21,126 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,317,851.

    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).