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Disclosery

AE Wealth Management LLC: IWX position timeline

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

AE Wealth Management LLC held 1,176,003 IWX 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 1,176,003 shares
    Change vs previous 13F +72,895 shares

    0.58% of the 13F portfolio, value $123,668,229.

    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 1,103,108 shares
    Change vs previous 13F +22,001 shares

    0.55% of the 13F portfolio, value $102,225,013.

    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 1,081,107 shares
    Change vs previous 13F +33,150 shares

    0.57% of the 13F portfolio, value $99,310,543.

    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 1,047,957 shares
    Change vs previous 13F +30,557 shares

    0.59% of the 13F portfolio, value $92,094,468.

    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 1,017,400 shares
    Change vs previous 13F +5,763 shares

    0.63% of the 13F portfolio, value $85,654,901.

    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 1,011,637 shares
    Change vs previous 13F -57,108 shares

    0.7% of the 13F portfolio, value $83,136,288.

    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 1,068,745 shares
    Change vs previous 13F +28,132 shares

    0.72% of the 13F portfolio, value $84,462,951.

    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 1,040,613 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $84,570,652.

    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).