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AE Wealth Management LLC: IAGG position timeline

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

AE Wealth Management LLC held 285,032 IAGG 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 285,032 shares
    Change vs previous 13F -5,269 shares

    0.07% of the 13F portfolio, value $14,422,676.

    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 290,301 shares
    Change vs previous 13F +39,754 shares

    0.08% of the 13F portfolio, value $14,526,705.

    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 250,547 shares
    Change vs previous 13F +27,593 shares

    0.07% of the 13F portfolio, value $12,529,873.

    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 222,954 shares
    Change vs previous 13F +30,610 shares

    0.07% of the 13F portfolio, value $11,422,011.

    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 192,344 shares
    Change vs previous 13F +80,829 shares

    0.07% of the 13F portfolio, value $9,826,916.

    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 111,515 shares
    Change vs previous 13F +1,993 shares

    0.05% of the 13F portfolio, value $5,574,685.

    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 109,522 shares
    Change vs previous 13F +906 shares

    0.05% of the 13F portfolio, value $5,467,384.

    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 108,616 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,628,475.

    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).