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Disclosery

AE Wealth Management LLC: IWR position timeline

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

AE Wealth Management LLC held 319,557 IWR 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 319,557 shares
    Change vs previous 13F -11,964 shares

    0.16% of the 13F portfolio, value $35,253,523.

    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 331,521 shares
    Change vs previous 13F +23,163 shares

    0.17% of the 13F portfolio, value $32,233,778.

    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 308,358 shares
    Change vs previous 13F +21,572 shares

    0.17% of the 13F portfolio, value $29,685,562.

    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 286,786 shares
    Change vs previous 13F +35,969 shares

    0.18% of the 13F portfolio, value $27,689,389.

    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 250,817 shares
    Change vs previous 13F +32,152 shares

    0.17% of the 13F portfolio, value $23,067,666.

    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 218,665 shares
    Change vs previous 13F +28,127 shares

    0.16% of the 13F portfolio, value $18,601,851.

    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 190,538 shares
    Change vs previous 13F +6,553 shares

    0.14% of the 13F portfolio, value $16,843,413.

    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 183,985 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $16,216,456.

    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).