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AE Wealth Management LLC: ING position timeline

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

AE Wealth Management LLC held 19,446 ING 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 19,446 shares
    Change vs previous 13F +1,378 shares

    <0.01% of the 13F portfolio, value $610,195.

    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 18,068 shares
    Change vs previous 13F +709 shares

    <0.01% of the 13F portfolio, value $470,673.

    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 17,359 shares
    Change vs previous 13F +497 shares

    <0.01% of the 13F portfolio, value $486,043.

    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 16,862 shares
    Change vs previous 13F +410 shares

    <0.01% of the 13F portfolio, value $439,753.

    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 16,452 shares
    Change vs previous 13F +948 shares

    <0.01% of the 13F portfolio, value $359,802.

    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 15,504 shares
    Change vs previous 13F -244 shares

    <0.01% of the 13F portfolio, value $303,728.

    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 15,748 shares
    Change vs previous 13F -1,363 shares

    <0.01% of the 13F portfolio, value $246,766.

    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 17,111 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $310,742.

    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).