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AE Wealth Management LLC: IP position timeline

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

AE Wealth Management LLC held 32,203 IP 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 32,203 shares
    Change vs previous 13F -449,938 shares

    0.01% of the 13F portfolio, value $1,227,014.

    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 482,141 shares
    Change vs previous 13F +107,290 shares

    0.09% of the 13F portfolio, value $17,212,452.

    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 374,851 shares
    Change vs previous 13F +42,541 shares

    0.08% of the 13F portfolio, value $14,765,428.

    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 332,310 shares
    Change vs previous 13F +26,146 shares

    0.1% of the 13F portfolio, value $15,419,131.

    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 306,164 shares
    Change vs previous 13F +26,521 shares

    0.1% of the 13F portfolio, value $14,337,688.

    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 279,643 shares
    Change vs previous 13F -120,780 shares

    0.13% of the 13F portfolio, value $14,918,924.

    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 400,423 shares
    Change vs previous 13F -7,746 shares

    0.18% of the 13F portfolio, value $21,550,755.

    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 408,169 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $19,939,019.

    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).