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Disclosery

AE Wealth Management LLC: IGSB position timeline

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

AE Wealth Management LLC held 316,308 IGSB 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 316,308 shares
    Change vs previous 13F -136,988 shares

    0.08% of the 13F portfolio, value $16,577,746.

    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 453,296 shares
    Change vs previous 13F +167,860 shares

    0.13% of the 13F portfolio, value $23,825,249.

    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 285,436 shares
    Change vs previous 13F +8,047 shares

    0.09% of the 13F portfolio, value $15,093,927.

    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 277,389 shares
    Change vs previous 13F -53,633 shares

    0.09% of the 13F portfolio, value $14,709,929.

    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 331,022 shares
    Change vs previous 13F -81,387 shares

    0.13% of the 13F portfolio, value $17,464,713.

    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 412,409 shares
    Change vs previous 13F +168,323 shares

    0.18% of the 13F portfolio, value $21,597,873.

    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 244,086 shares
    Change vs previous 13F -22,381 shares

    0.11% of the 13F portfolio, value $12,619,206.

    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 266,467 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $14,032,117.

    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).