Skip to content
Disclosery

AE Wealth Management LLC: IWD position timeline

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

AE Wealth Management LLC held 15,936 IWD 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 15,936 shares
    Change vs previous 13F +1,044 shares

    0.02% of the 13F portfolio, value $3,863,356.

    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 14,892 shares
    Change vs previous 13F +55 shares

    0.02% of the 13F portfolio, value $3,181,920.

    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 14,837 shares
    Change vs previous 13F +3,509 shares

    0.02% of the 13F portfolio, value $3,120,817.

    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 11,328 shares
    Change vs previous 13F +485 shares

    0.01% of the 13F portfolio, value $2,306,409.

    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 10,843 shares
    Change vs previous 13F +721 shares

    0.02% of the 13F portfolio, value $2,106,155.

    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 10,122 shares
    Change vs previous 13F +948 shares

    0.02% of the 13F portfolio, value $1,904,630.

    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 9,174 shares
    Change vs previous 13F +56 shares

    0.01% of the 13F portfolio, value $1,698,399.

    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 9,118 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,730,567.

    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).