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Disclosery

AE Wealth Management LLC: IBND position timeline

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

AE Wealth Management LLC held 100,772 IBND 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 100,772 shares
    Change vs previous 13F +21,318 shares

    0.01% of the 13F portfolio, value $3,142,121.

    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 79,454 shares
    Change vs previous 13F +10,069 shares

    0.01% of the 13F portfolio, value $2,469,419.

    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 69,385 shares
    Change vs previous 13F -2,318 shares

    0.01% of the 13F portfolio, value $2,227,996.

    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 71,703 shares
    Change vs previous 13F +10,270 shares

    0.01% of the 13F portfolio, value $2,315,312.

    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 61,433 shares
    Change vs previous 13F +17,800 shares

    0.01% of the 13F portfolio, value $2,002,076.

    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 43,633 shares
    Change vs previous 13F +1,196 shares

    0.01% of the 13F portfolio, value $1,286,706.

    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 42,437 shares
    Change vs previous 13F +1,166 shares

    0.01% of the 13F portfolio, value $1,203,575.

    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 41,271 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,262,917.

    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).