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Disclosery

AE Wealth Management LLC: IWP position timeline

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

AE Wealth Management LLC held 152,890 IWP 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 152,890 shares
    Change vs previous 13F +33,461 shares

    0.1% of the 13F portfolio, value $22,384,775.

    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 119,429 shares
    Change vs previous 13F +24,215 shares

    0.08% of the 13F portfolio, value $15,301,228.

    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 95,214 shares
    Change vs previous 13F +5,971 shares

    0.07% of the 13F portfolio, value $13,038,611.

    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 89,243 shares
    Change vs previous 13F -76,458 shares

    0.08% of the 13F portfolio, value $12,709,212.

    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 165,701 shares
    Change vs previous 13F -13,950 shares

    0.17% of the 13F portfolio, value $22,979,469.

    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 179,651 shares
    Change vs previous 13F -22,125 shares

    0.18% of the 13F portfolio, value $21,107,182.

    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 201,776 shares
    Change vs previous 13F +1,098 shares

    0.22% of the 13F portfolio, value $25,574,996.

    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 200,678 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $23,537,507.

    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).