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AE Wealth Management LLC: IEI position timeline

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

AE Wealth Management LLC held 183,643 IEI 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 183,643 shares
    Change vs previous 13F -9,050 shares

    0.1% of the 13F portfolio, value $21,569,052.

    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 192,693 shares
    Change vs previous 13F +6,145 shares

    0.12% of the 13F portfolio, value $22,853,196.

    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 186,548 shares
    Change vs previous 13F +12,018 shares

    0.13% of the 13F portfolio, value $22,264,481.

    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 174,530 shares
    Change vs previous 13F +20,353 shares

    0.13% of the 13F portfolio, value $20,858,083.

    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 154,177 shares
    Change vs previous 13F -15,594 shares

    0.13% of the 13F portfolio, value $18,361,079.

    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 169,771 shares
    Change vs previous 13F +15,694 shares

    0.17% of the 13F portfolio, value $20,055,794.

    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 154,077 shares
    Change vs previous 13F -31,977 shares

    0.15% of the 13F portfolio, value $17,803,858.

    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 186,054 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $22,253,107.

    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).