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AE Wealth Management LLC: IAUM position timeline

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

AE Wealth Management LLC held 182,548 IAUM 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 182,548 shares
    Change vs previous 13F -70,804 shares

    0.03% of the 13F portfolio, value $7,303,762.

    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 253,352 shares
    Change vs previous 13F -316,675 shares

    0.06% of the 13F portfolio, value $11,831,539.

    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 570,027 shares
    Change vs previous 13F +45,855 shares

    0.14% of the 13F portfolio, value $24,505,460.

    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 524,172 shares
    Change vs previous 13F +74,573 shares

    0.13% of the 13F portfolio, value $20,180,623.

    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 449,599 shares
    Change vs previous 13F +132,699 shares

    0.11% of the 13F portfolio, value $14,832,271.

    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 316,900 shares
    Change vs previous 13F +49,985 shares

    0.08% of the 13F portfolio, value $9,877,773.

    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 266,915 shares
    Change vs previous 13F +117,658 shares

    0.06% of the 13F portfolio, value $6,985,166.

    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 149,257 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,917,996.

    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).