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Disclosery

AE Wealth Management LLC: IWO position timeline

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

AE Wealth Management LLC held 14,419 IWO 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 14,419 shares
    Change vs previous 13F +241 shares

    0.03% of the 13F portfolio, value $5,680,542.

    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 14,178 shares
    Change vs previous 13F -252,267 shares

    0.02% of the 13F portfolio, value $4,449,173.

    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 266,445 shares
    Change vs previous 13F +51,934 shares

    0.49% of the 13F portfolio, value $86,064,744.

    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 214,511 shares
    Change vs previous 13F +24,578 shares

    0.44% of the 13F portfolio, value $68,652,750.

    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 189,933 shares
    Change vs previous 13F +9,750 shares

    0.4% of the 13F portfolio, value $54,294,203.

    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 180,183 shares
    Change vs previous 13F +21,801 shares

    0.39% of the 13F portfolio, value $46,042,350.

    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 158,382 shares
    Change vs previous 13F +26,922 shares

    0.39% of the 13F portfolio, value $45,585,138.

    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 131,460 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $37,334,872.

    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).