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Disclosery

AE Wealth Management LLC: IWS position timeline

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

AE Wealth Management LLC held 368,117 IWS 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 368,117 shares
    Change vs previous 13F -12,191 shares

    0.28% of the 13F portfolio, value $60,591,867.

    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 380,308 shares
    Change vs previous 13F +2,827 shares

    0.3% of the 13F portfolio, value $55,426,228.

    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 377,481 shares
    Change vs previous 13F +10,529 shares

    0.31% of the 13F portfolio, value $53,243,688.

    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 366,952 shares
    Change vs previous 13F +1,541 shares

    0.33% of the 13F portfolio, value $51,252,193.

    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 365,411 shares
    Change vs previous 13F +72,432 shares

    0.35% of the 13F portfolio, value $48,285,450.

    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 292,979 shares
    Change vs previous 13F -10,800 shares

    0.31% of the 13F portfolio, value $36,906,584.

    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 303,779 shares
    Change vs previous 13F +6,887 shares

    0.33% of the 13F portfolio, value $39,290,709.

    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 296,892 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $39,264,121.

    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).