Skip to content
Disclosery

AE Wealth Management LLC: ILCG position timeline

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

AE Wealth Management LLC held 2,027 ILCG 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 2,027 shares
    Change vs previous 13F +55 shares

    <0.01% of the 13F portfolio, value $237,182.

    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 1,972 shares
    Change vs previous 13F -600 shares

    <0.01% of the 13F portfolio, value $188,321.

    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 2,572 shares
    Change vs previous 13F -20,013 shares

    <0.01% of the 13F portfolio, value $267,558.

    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 22,585 shares
    Change vs previous 13F -38,831 shares

    0.02% of the 13F portfolio, value $2,355,632.

    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 61,416 shares
    Change vs previous 13F +59,372 shares

    0.04% of the 13F portfolio, value $5,951,169.

    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 2,044 shares
    Change vs previous 13F -14,336 shares

    <0.01% of the 13F portfolio, value $165,524.

    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 16,380 shares
    Change vs previous 13F -1,597 shares

    0.01% of the 13F portfolio, value $1,467,619.

    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 17,977 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,510,803.

    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).