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Disclosery

AE Wealth Management LLC: INSW position timeline

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

AE Wealth Management LLC held 7,819 INSW 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 7,819 shares
    Change vs previous 13F +819 shares

    <0.01% of the 13F portfolio, value $598,882.

    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 7,000 shares
    Change vs previous 13F -1,112 shares

    <0.01% of the 13F portfolio, value $510,159.

    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 8,112 shares
    Change vs previous 13F +1,334 shares

    <0.01% of the 13F portfolio, value $393,838.

    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 6,778 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $312,329.

    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).