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Disclosery

AE Wealth Management LLC: ITA position timeline

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

AE Wealth Management LLC held 8,596 ITA 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 8,596 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $2,083,700.

    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 8,591 shares
    Change vs previous 13F +371 shares

    0.01% of the 13F portfolio, value $1,879,190.

    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 8,220 shares
    Change vs previous 13F -1,464 shares

    0.01% of the 13F portfolio, value $1,764,627.

    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 9,684 shares
    Change vs previous 13F +3,100 shares

    0.01% of the 13F portfolio, value $2,026,452.

    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 6,584 shares
    Change vs previous 13F -2,794 shares

    0.01% of the 13F portfolio, value $1,241,955.

    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 9,378 shares
    Change vs previous 13F +3,811 shares

    0.01% of the 13F portfolio, value $1,435,674.

    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 5,567 shares
    Change vs previous 13F +754 shares

    0.01% of the 13F portfolio, value $809,161.

    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 4,813 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $720,164.

    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).