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AE Wealth Management LLC: IXUS position timeline

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

AE Wealth Management LLC held 56,601 IXUS 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 56,601 shares
    Change vs previous 13F +3,863 shares

    0.03% of the 13F portfolio, value $5,402,028.

    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 52,738 shares
    Change vs previous 13F -510 shares

    0.02% of the 13F portfolio, value $4,569,167.

    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 53,248 shares
    Change vs previous 13F +4,233 shares

    0.03% of the 13F portfolio, value $4,506,882.

    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 49,015 shares
    Change vs previous 13F +3,331 shares

    0.03% of the 13F portfolio, value $4,047,664.

    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 45,684 shares
    Change vs previous 13F -44,800 shares

    0.03% of the 13F portfolio, value $3,531,846.

    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 90,484 shares
    Change vs previous 13F +673 shares

    0.05% of the 13F portfolio, value $6,316,705.

    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 89,811 shares
    Change vs previous 13F +5,413 shares

    0.05% of the 13F portfolio, value $5,940,116.

    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 84,398 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,129,824.

    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).