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Disclosery

AE Wealth Management LLC: ILTB position timeline

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

AE Wealth Management LLC held 1,443,080 ILTB 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 1,443,080 shares
    Change vs previous 13F +140,252 shares

    0.33% of the 13F portfolio, value $71,072,938.

    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 1,302,828 shares
    Change vs previous 13F +81,686 shares

    0.35% of the 13F portfolio, value $63,812,603.

    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 1,221,142 shares
    Change vs previous 13F +137,165 shares

    0.35% of the 13F portfolio, value $60,689,574.

    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 1,083,977 shares
    Change vs previous 13F +78,042 shares

    0.35% of the 13F portfolio, value $54,730,156.

    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 1,005,935 shares
    Change vs previous 13F +74,098 shares

    0.36% of the 13F portfolio, value $49,713,302.

    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 931,837 shares
    Change vs previous 13F +46,500 shares

    0.39% of the 13F portfolio, value $46,591,825.

    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 885,337 shares
    Change vs previous 13F +117,208 shares

    0.37% of the 13F portfolio, value $43,071,697.

    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 768,129 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $40,918,299.

    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).