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Disclosery

AE Wealth Management LLC: IDXX position timeline

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

AE Wealth Management LLC held 5,903 IDXX 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 5,903 shares
    Change vs previous 13F +28 shares

    0.01% of the 13F portfolio, value $3,107,574.

    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 5,875 shares
    Change vs previous 13F -1,439 shares

    0.02% of the 13F portfolio, value $3,301,104.

    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 7,314 shares
    Change vs previous 13F +243 shares

    0.03% of the 13F portfolio, value $4,948,466.

    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 7,071 shares
    Change vs previous 13F -4,526 shares

    0.03% of the 13F portfolio, value $4,517,592.

    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 11,597 shares
    Change vs previous 13F +5,692 shares

    0.05% of the 13F portfolio, value $6,219,936.

    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 5,905 shares
    Change vs previous 13F -1,130 shares

    0.02% of the 13F portfolio, value $2,479,806.

    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 7,035 shares
    Change vs previous 13F +686 shares

    0.02% of the 13F portfolio, value $2,908,550.

    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 6,349 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,207,520.

    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).