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Disclosery

AE Wealth Management LLC: IWM position timeline

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

AE Wealth Management LLC held 24,254 IWM 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 24,254 shares
    Change vs previous 13F -4,326 shares

    0.03% of the 13F portfolio, value $7,287,431.

    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 28,580 shares
    Change vs previous 13F +4,430 shares

    0.04% of the 13F portfolio, value $7,088,090.

    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 24,150 shares
    Change vs previous 13F +3,750 shares

    0.03% of the 13F portfolio, value $5,944,912.

    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 20,400 shares
    Change vs previous 13F -718 shares

    0.03% of the 13F portfolio, value $4,936,094.

    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 21,118 shares
    Change vs previous 13F -2,165 shares

    0.03% of the 13F portfolio, value $4,557,007.

    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 23,283 shares
    Change vs previous 13F +1,880 shares

    0.04% of the 13F portfolio, value $4,644,861.

    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 21,403 shares
    Change vs previous 13F +2,738 shares

    0.04% of the 13F portfolio, value $4,729,117.

    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 18,665 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,122,975.

    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).