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Disclosery

AE Wealth Management LLC: ILDR position timeline

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

AE Wealth Management LLC held 35,160 ILDR 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 35,160 shares
    Change vs previous 13F -1,931 shares

    0.01% of the 13F portfolio, value $1,379,835.

    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 37,091 shares
    Change vs previous 13F -666 shares

    0.01% of the 13F portfolio, value $1,104,555.

    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 37,757 shares
    Change vs previous 13F -1,102 shares

    0.01% of the 13F portfolio, value $1,245,603.

    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 38,859 shares
    Change vs previous 13F +2,001 shares

    0.01% of the 13F portfolio, value $1,258,643.

    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 36,858 shares
    Change vs previous 13F +6,937 shares

    0.01% of the 13F portfolio, value $1,084,875.

    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 29,921 shares
    Change vs previous 13F +2,391 shares

    0.01% of the 13F portfolio, value $697,812.

    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 27,530 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $702,841.

    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).