Skip to content
Disclosery

AE Wealth Management LLC: IFRA position timeline

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

AE Wealth Management LLC held 10,910 IFRA 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 10,910 shares
    Change vs previous 13F +1,038 shares

    <0.01% of the 13F portfolio, value $687,736.

    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 9,872 shares
    Change vs previous 13F +1,779 shares

    <0.01% of the 13F portfolio, value $564,706.

    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 8,093 shares
    Change vs previous 13F -590 shares

    <0.01% of the 13F portfolio, value $425,873.

    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 8,683 shares
    Change vs previous 13F -1,637 shares

    <0.01% of the 13F portfolio, value $458,623.

    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 10,320 shares
    Change vs previous 13F -10,424 shares

    <0.01% of the 13F portfolio, value $507,624.

    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 20,744 shares
    Change vs previous 13F -139,200 shares

    0.01% of the 13F portfolio, value $934,937.

    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 159,944 shares
    Change vs previous 13F +8,549 shares

    0.06% of the 13F portfolio, value $7,403,788.

    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 151,395 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,111,026.

    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).