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Disclosery

AE Wealth Management LLC: IRT position timeline

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

AE Wealth Management LLC held 14,770 IRT 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 14,770 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $246,505.

    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 14,759 shares
    Change vs previous 13F -579 shares

    <0.01% of the 13F portfolio, value $219,757.

    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 15,338 shares
    Change vs previous 13F -158 shares

    <0.01% of the 13F portfolio, value $268,102.

    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 15,496 shares
    Change vs previous 13F -10,041 shares

    <0.01% of the 13F portfolio, value $253,961.

    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 25,537 shares
    Change vs previous 13F -2,819 shares

    <0.01% of the 13F portfolio, value $451,769.

    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 28,356 shares
    Change vs previous 13F -12,654 shares

    0.01% of the 13F portfolio, value $602,002.

    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 41,010 shares
    Change vs previous 13F +11,275 shares

    0.01% of the 13F portfolio, value $813,644.

    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 29,735 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $609,592.

    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).