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AE Wealth Management LLC: IYR position timeline

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

AE Wealth Management LLC held 11,041 IYR 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 11,041 shares
    Change vs previous 13F +3,220 shares

    0.01% of the 13F portfolio, value $1,128,923.

    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 7,821 shares
    Change vs previous 13F +2,745 shares

    <0.01% of the 13F portfolio, value $739,566.

    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 5,076 shares
    Change vs previous 13F +2,413 shares

    <0.01% of the 13F portfolio, value $476,625.

    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 2,663 shares
    Change vs previous 13F -32,107 shares

    <0.01% of the 13F portfolio, value $258,569.

    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 34,770 shares
    Change vs previous 13F +33,560 shares

    0.02% of the 13F portfolio, value $3,295,157.

    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 1,210 shares
    Change vs previous 13F -71,772 shares

    <0.01% of the 13F portfolio, value $115,880.

    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 72,982 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,791,663.

    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).