Skip to content
Disclosery

AE Wealth Management LLC: IBHG position timeline

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

AE Wealth Management LLC held 39,860 IBHG 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 39,860 shares
    Change vs previous 13F -1,218 shares

    <0.01% of the 13F portfolio, value $880,109.

    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 41,078 shares
    Change vs previous 13F -2,965 shares

    <0.01% of the 13F portfolio, value $909,045.

    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 44,043 shares
    Change vs previous 13F +1,693 shares

    0.01% of the 13F portfolio, value $983,049.

    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 42,350 shares
    Change vs previous 13F +4,422 shares

    0.01% of the 13F portfolio, value $952,452.

    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 37,928 shares
    Change vs previous 13F +1,995 shares

    0.01% of the 13F portfolio, value $854,897.

    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 35,933 shares
    Change vs previous 13F +5,683 shares

    0.01% of the 13F portfolio, value $802,204.

    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 30,250 shares
    Change vs previous 13F +7,665 shares

    0.01% of the 13F portfolio, value $672,760.

    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 22,585 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $510,421.

    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).