Skip to content
Disclosery

AE Wealth Management LLC: IWN position timeline

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

AE Wealth Management LLC held 17,506 IWN 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 17,506 shares
    Change vs previous 13F +2,207 shares

    0.02% of the 13F portfolio, value $3,871,959.

    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 15,299 shares
    Change vs previous 13F +2,588 shares

    0.02% of the 13F portfolio, value $2,900,869.

    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 12,711 shares
    Change vs previous 13F -1,761 shares

    0.01% of the 13F portfolio, value $2,303,550.

    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 14,472 shares
    Change vs previous 13F +474 shares

    0.02% of the 13F portfolio, value $2,558,955.

    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 13,998 shares
    Change vs previous 13F -168 shares

    0.02% of the 13F portfolio, value $2,208,680.

    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 14,166 shares
    Change vs previous 13F -695 shares

    0.02% of the 13F portfolio, value $2,138,877.

    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 14,861 shares
    Change vs previous 13F +4,943 shares

    0.02% of the 13F portfolio, value $2,439,847.

    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 9,918 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,654,513.

    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).