Skip to content
Disclosery

AE Wealth Management LLC: ITOT position timeline

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

AE Wealth Management LLC held 26,715 ITOT 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 26,715 shares
    Change vs previous 13F +2,058 shares

    0.02% of the 13F portfolio, value $4,388,385.

    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 24,657 shares
    Change vs previous 13F +2,721 shares

    0.02% of the 13F portfolio, value $3,512,038.

    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 21,936 shares
    Change vs previous 13F +238 shares

    0.02% of the 13F portfolio, value $3,261,721.

    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 21,698 shares
    Change vs previous 13F +770 shares

    0.02% of the 13F portfolio, value $3,160,364.

    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 20,928 shares
    Change vs previous 13F +5,428 shares

    0.02% of the 13F portfolio, value $2,826,103.

    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 15,500 shares
    Change vs previous 13F -510 shares

    0.02% of the 13F portfolio, value $1,891,209.

    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 16,010 shares
    Change vs previous 13F +151 shares

    0.02% of the 13F portfolio, value $2,059,225.

    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 15,859 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,992,269.

    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).