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AE Wealth Management LLC: IEFA position timeline

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

AE Wealth Management LLC held 1,486,643 IEFA 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 1,486,643 shares
    Change vs previous 13F +179,896 shares

    0.67% of the 13F portfolio, value $143,580,147.

    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 1,306,747 shares
    Change vs previous 13F +302,188 shares

    0.64% of the 13F portfolio, value $118,299,996.

    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 1,004,559 shares
    Change vs previous 13F +370,179 shares

    0.52% of the 13F portfolio, value $89,868,134.

    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 634,380 shares
    Change vs previous 13F +107,134 shares

    0.35% of the 13F portfolio, value $55,387,619.

    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 527,246 shares
    Change vs previous 13F +51,769 shares

    0.32% of the 13F portfolio, value $44,014,531.

    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 475,477 shares
    Change vs previous 13F -95,507 shares

    0.3% of the 13F portfolio, value $35,969,886.

    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 570,984 shares
    Change vs previous 13F +11,548 shares

    0.34% of the 13F portfolio, value $40,128,758.

    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 559,436 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $43,663,959.

    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).