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Disclosery

AE Wealth Management LLC: IYC position timeline

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

AE Wealth Management LLC held 722 IYC 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 722 shares
    Change vs previous 13F -1,619 shares

    <0.01% of the 13F portfolio, value $72,994.

    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 2,341 shares
    Change vs previous 13F -230 shares

    <0.01% of the 13F portfolio, value $226,902.

    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 2,571 shares
    Change vs previous 13F +306 shares

    <0.01% of the 13F portfolio, value $265,156.

    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 2,265 shares
    Change vs previous 13F -46,982 shares

    <0.01% of the 13F portfolio, value $237,372.

    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 49,247 shares
    Change vs previous 13F +12,054 shares

    0.04% of the 13F portfolio, value $4,906,971.

    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 37,193 shares
    Change vs previous 13F -29,793 shares

    0.03% of the 13F portfolio, value $3,285,072.

    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 66,986 shares
    Change vs previous 13F -15,287 shares

    0.05% of the 13F portfolio, value $6,440,034.

    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 82,273 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,235,056.

    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).