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Disclosery

AE Wealth Management LLC: ILF position timeline

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

AE Wealth Management LLC held 1,882 ILF 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 1,882 shares
    Change vs previous 13F +632 shares

    <0.01% of the 13F portfolio, value $63,518.

    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 1,250 shares
    Change vs previous 13F -88 shares

    <0.01% of the 13F portfolio, value $44,400.

    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 1,338 shares
    Change vs previous 13F +300 shares

    <0.01% of the 13F portfolio, value $40,742.

    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 1,038 shares
    Change vs previous 13F -149 shares

    <0.01% of the 13F portfolio, value $29,988.

    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 1,187 shares
    Change vs previous 13F -1,286 shares

    <0.01% of the 13F portfolio, value $31,111.

    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 2,473 shares
    Change vs previous 13F +1,818 shares

    <0.01% of the 13F portfolio, value $58,239.

    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 655 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,696.

    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).