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Disclosery

AE Wealth Management LLC: IXN position timeline

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

AE Wealth Management LLC held 8,592 IXN 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 8,592 shares
    Change vs previous 13F +256 shares

    0.01% of the 13F portfolio, value $1,241,489.

    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 8,336 shares
    Change vs previous 13F -317 shares

    <0.01% of the 13F portfolio, value $833,390.

    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 8,653 shares
    Change vs previous 13F -426 shares

    0.01% of the 13F portfolio, value $908,607.

    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 9,079 shares
    Change vs previous 13F -24,150 shares

    0.01% of the 13F portfolio, value $936,965.

    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 33,229 shares
    Change vs previous 13F +1,296 shares

    0.02% of the 13F portfolio, value $3,068,396.

    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 31,933 shares
    Change vs previous 13F -284 shares

    0.02% of the 13F portfolio, value $2,418,600.

    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 32,217 shares
    Change vs previous 13F +2,079 shares

    0.02% of the 13F portfolio, value $2,730,367.

    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 30,138 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,487,304.

    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).