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Disclosery

AE Wealth Management LLC: IEF position timeline

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

AE Wealth Management LLC held 83,781 IEF 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 83,781 shares
    Change vs previous 13F +14,124 shares

    0.04% of the 13F portfolio, value $7,923,264.

    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 69,657 shares
    Change vs previous 13F -23,218 shares

    0.04% of the 13F portfolio, value $6,648,042.

    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 92,875 shares
    Change vs previous 13F +42,810 shares

    0.05% of the 13F portfolio, value $8,930,892.

    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 50,065 shares
    Change vs previous 13F +24,513 shares

    0.03% of the 13F portfolio, value $4,829,290.

    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 25,552 shares
    Change vs previous 13F -11,349 shares

    0.02% of the 13F portfolio, value $2,447,082.

    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 36,901 shares
    Change vs previous 13F -9,206 shares

    0.03% of the 13F portfolio, value $3,519,238.

    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 46,107 shares
    Change vs previous 13F +16,811 shares

    0.04% of the 13F portfolio, value $4,262,586.

    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 29,296 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,874,536.

    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).