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Disclosery

AE Wealth Management LLC: IJR position timeline

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

AE Wealth Management LLC held 29,580 IJR 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 29,580 shares
    Change vs previous 13F -2,387 shares

    0.02% of the 13F portfolio, value $4,387,122.

    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 31,967 shares
    Change vs previous 13F +3,511 shares

    0.02% of the 13F portfolio, value $3,973,871.

    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 28,456 shares
    Change vs previous 13F -411 shares

    0.02% of the 13F portfolio, value $3,419,931.

    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 28,867 shares
    Change vs previous 13F +5,734 shares

    0.02% of the 13F portfolio, value $3,430,424.

    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 23,133 shares
    Change vs previous 13F -29,356 shares

    0.02% of the 13F portfolio, value $2,528,193.

    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 52,489 shares
    Change vs previous 13F -7,765 shares

    0.05% of the 13F portfolio, value $5,488,806.

    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 60,254 shares
    Change vs previous 13F -37,530 shares

    0.06% of the 13F portfolio, value $6,942,546.

    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 97,784 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,436,799.

    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).