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AE Wealth Management LLC: ICE position timeline

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

AE Wealth Management LLC held 44,178 ICE 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 44,178 shares
    Change vs previous 13F -97,033 shares

    0.03% of the 13F portfolio, value $5,438,913.

    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 141,211 shares
    Change vs previous 13F -28,813 shares

    0.12% of the 13F portfolio, value $22,209,714.

    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 170,024 shares
    Change vs previous 13F -108,434 shares

    0.16% of the 13F portfolio, value $27,537,187.

    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 278,458 shares
    Change vs previous 13F +11,964 shares

    0.3% of the 13F portfolio, value $46,914,058.

    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 266,494 shares
    Change vs previous 13F +11,531 shares

    0.36% of the 13F portfolio, value $48,893,511.

    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 254,963 shares
    Change vs previous 13F +2,796 shares

    0.37% of the 13F portfolio, value $43,981,519.

    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 252,167 shares
    Change vs previous 13F +17,164 shares

    0.32% of the 13F portfolio, value $37,575,488.

    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 235,003 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $37,750,956.

    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).