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Disclosery

AE Wealth Management LLC: IEMG position timeline

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

AE Wealth Management LLC held 1,201,534 IEMG 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 1,201,534 shares
    Change vs previous 13F -95,044 shares

    0.46% of the 13F portfolio, value $99,535,148.

    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 1,296,578 shares
    Change vs previous 13F -423,027 shares

    0.49% of the 13F portfolio, value $90,436,338.

    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 1,719,605 shares
    Change vs previous 13F -28,161 shares

    0.66% of the 13F portfolio, value $115,591,896.

    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 1,747,766 shares
    Change vs previous 13F +149,849 shares

    0.73% of the 13F portfolio, value $115,212,758.

    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 1,597,917 shares
    Change vs previous 13F +332,517 shares

    0.7% of the 13F portfolio, value $95,923,015.

    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 1,265,400 shares
    Change vs previous 13F +165,413 shares

    0.57% of the 13F portfolio, value $68,293,698.

    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 1,099,987 shares
    Change vs previous 13F +241,115 shares

    0.49% of the 13F portfolio, value $57,441,342.

    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 858,872 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $49,307,834.

    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).