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Disclosery

AE Wealth Management LLC: IXP position timeline

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

AE Wealth Management LLC held 562 IXP 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 562 shares
    Change vs previous 13F -202 shares

    <0.01% of the 13F portfolio, value $63,414.

    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 764 shares
    Change vs previous 13F -49,413 shares

    <0.01% of the 13F portfolio, value $87,715.

    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 50,177 shares
    Change vs previous 13F +4,806 shares

    0.03% of the 13F portfolio, value $6,082,420.

    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 45,371 shares
    Change vs previous 13F -32,258 shares

    0.04% of the 13F portfolio, value $5,607,422.

    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 77,629 shares
    Change vs previous 13F +5,767 shares

    0.06% of the 13F portfolio, value $8,719,262.

    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 71,862 shares
    Change vs previous 13F +1,919 shares

    0.06% of the 13F portfolio, value $6,972,065.

    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 69,943 shares
    Change vs previous 13F +2,645 shares

    0.06% of the 13F portfolio, value $6,761,404.

    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 67,298 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,334,807.

    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).