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Disclosery

AE Wealth Management LLC: IEX position timeline

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

AE Wealth Management LLC held 2,220 IEX 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 2,220 shares
    Change vs previous 13F -172 shares

    <0.01% of the 13F portfolio, value $503,948.

    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 2,392 shares
    Change vs previous 13F -208 shares

    <0.01% of the 13F portfolio, value $453,617.

    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 2,600 shares
    Change vs previous 13F -156,241 shares

    <0.01% of the 13F portfolio, value $462,919.

    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 158,841 shares
    Change vs previous 13F +6,409 shares

    0.16% of the 13F portfolio, value $25,852,889.

    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 152,432 shares
    Change vs previous 13F +5,673 shares

    0.2% of the 13F portfolio, value $26,762,868.

    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 146,759 shares
    Change vs previous 13F +953 shares

    0.22% of the 13F portfolio, value $26,559,508.

    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 145,806 shares
    Change vs previous 13F +4,118 shares

    0.26% of the 13F portfolio, value $30,515,832.

    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 141,688 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $30,392,121.

    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).