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Disclosery

AE Wealth Management LLC: ILMN position timeline

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

AE Wealth Management LLC held 1,417 ILMN 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 1,417 shares
    Change vs previous 13F -3,838 shares

    <0.01% of the 13F portfolio, value $249,189.

    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 5,255 shares
    Change vs previous 13F -17,244 shares

    <0.01% of the 13F portfolio, value $647,698.

    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 22,499 shares
    Change vs previous 13F +1,162 shares

    0.02% of the 13F portfolio, value $2,950,932.

    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 21,337 shares
    Change vs previous 13F -9,044 shares

    0.01% of the 13F portfolio, value $2,026,378.

    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 30,381 shares
    Change vs previous 13F +1,664 shares

    0.02% of the 13F portfolio, value $2,898,649.

    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 28,717 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,278,406.

    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).