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Disclosery

AE Wealth Management LLC: ICLO position timeline

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

AE Wealth Management LLC held 5,038 ICLO 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 5,038 shares
    Change vs previous 13F -2,754 shares

    <0.01% of the 13F portfolio, value $128,854.

    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 7,792 shares
    Change vs previous 13F -983,081 shares

    <0.01% of the 13F portfolio, value $198,765.

    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 990,873 shares
    Change vs previous 13F +44,857 shares

    0.15% of the 13F portfolio, value $25,316,812.

    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 946,016 shares
    Change vs previous 13F +312,980 shares

    0.15% of the 13F portfolio, value $24,227,465.

    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 633,036 shares
    Change vs previous 13F +22,681 shares

    0.12% of the 13F portfolio, value $16,180,390.

    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 610,355 shares
    Change vs previous 13F -33,871 shares

    0.13% of the 13F portfolio, value $15,557,950.

    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 644,226 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $16,517,951.

    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).