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Disclosery

AE Wealth Management LLC: IWY position timeline

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

AE Wealth Management LLC held 684,496 IWY 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 684,496 shares
    Change vs previous 13F +25,631 shares

    0.93% of the 13F portfolio, value $198,928,005.

    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 658,865 shares
    Change vs previous 13F +20,741 shares

    0.89% of the 13F portfolio, value $163,952,216.

    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 638,124 shares
    Change vs previous 13F +12,365 shares

    1.01% of the 13F portfolio, value $176,722,194.

    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 625,759 shares
    Change vs previous 13F -2,101 shares

    1.09% of the 13F portfolio, value $171,239,089.

    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 627,860 shares
    Change vs previous 13F +28,302 shares

    1.13% of the 13F portfolio, value $154,774,018.

    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 599,558 shares
    Change vs previous 13F -50,464 shares

    1.06% of the 13F portfolio, value $126,470,762.

    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 650,022 shares
    Change vs previous 13F -4,079 shares

    1.3% of the 13F portfolio, value $152,930,950.

    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 654,101 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $143,935,018.

    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).