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Disclosery

AE Wealth Management LLC: IWF position timeline

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

AE Wealth Management LLC held 55,249 IWF 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 55,249 shares
    Change vs previous 13F +42,714 shares

    0.03% of the 13F portfolio, value $6,860,308.

    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 12,535 shares
    Change vs previous 13F -5,058 shares

    0.03% of the 13F portfolio, value $5,345,054.

    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 17,593 shares
    Change vs previous 13F +2,116 shares

    0.05% of the 13F portfolio, value $8,327,002.

    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 15,477 shares
    Change vs previous 13F +213 shares

    0.05% of the 13F portfolio, value $7,249,425.

    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 15,264 shares
    Change vs previous 13F +4,253 shares

    0.05% of the 13F portfolio, value $6,480,592.

    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 11,011 shares
    Change vs previous 13F -7,879 shares

    0.03% of the 13F portfolio, value $3,975,897.

    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 18,890 shares
    Change vs previous 13F -3,031 shares

    0.06% of the 13F portfolio, value $7,585,739.

    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 21,921 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,228,643.

    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).