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Disclosery

AE Wealth Management LLC: ITW position timeline

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

AE Wealth Management LLC held 8,658 ITW 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 8,658 shares
    Change vs previous 13F +122 shares

    0.01% of the 13F portfolio, value $2,341,637.

    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 8,536 shares
    Change vs previous 13F -2,115 shares

    0.01% of the 13F portfolio, value $2,221,887.

    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 10,651 shares
    Change vs previous 13F +1,523 shares

    0.02% of the 13F portfolio, value $2,623,472.

    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 9,128 shares
    Change vs previous 13F +5,131 shares

    0.02% of the 13F portfolio, value $2,380,200.

    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 3,997 shares
    Change vs previous 13F +870 shares

    0.01% of the 13F portfolio, value $987,974.

    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 3,127 shares
    Change vs previous 13F +335 shares

    0.01% of the 13F portfolio, value $775,547.

    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 2,792 shares
    Change vs previous 13F +75 shares

    0.01% of the 13F portfolio, value $707,830.

    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 2,717 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $711,941.

    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).