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Disclosery

AE Wealth Management LLC: IUSB position timeline

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

AE Wealth Management LLC held 820,107 IUSB 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 820,107 shares
    Change vs previous 13F +176,868 shares

    0.18% of the 13F portfolio, value $37,847,907.

    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 643,239 shares
    Change vs previous 13F +54,643 shares

    0.16% of the 13F portfolio, value $29,711,209.

    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 588,596 shares
    Change vs previous 13F +106,209 shares

    0.16% of the 13F portfolio, value $27,393,259.

    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 482,387 shares
    Change vs previous 13F +30,420 shares

    0.14% of the 13F portfolio, value $22,532,300.

    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 451,967 shares
    Change vs previous 13F -54,112 shares

    0.15% of the 13F portfolio, value $20,894,435.

    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 506,079 shares
    Change vs previous 13F -51,836 shares

    0.2% of the 13F portfolio, value $23,320,101.

    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 557,915 shares
    Change vs previous 13F -81,476 shares

    0.21% of the 13F portfolio, value $25,217,749.

    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 639,391 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $30,128,081.

    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).