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Disclosery

AE Wealth Management LLC: IJK position timeline

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

AE Wealth Management LLC held 6,113 IJK 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 6,113 shares
    Change vs previous 13F -632 shares

    <0.01% of the 13F portfolio, value $718,138.

    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 6,745 shares
    Change vs previous 13F +1,685 shares

    <0.01% of the 13F portfolio, value $678,626.

    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 5,060 shares
    Change vs previous 13F +826 shares

    <0.01% of the 13F portfolio, value $490,104.

    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 4,234 shares
    Change vs previous 13F +433 shares

    <0.01% of the 13F portfolio, value $405,974.

    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 3,801 shares
    Change vs previous 13F -376 shares

    <0.01% of the 13F portfolio, value $345,730.

    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 4,177 shares
    Change vs previous 13F -1,193 shares

    <0.01% of the 13F portfolio, value $347,827.

    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 5,370 shares
    Change vs previous 13F -74,870 shares

    <0.01% of the 13F portfolio, value $488,221.

    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 80,240 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,376,468.

    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).