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Disclosery

AE Wealth Management LLC: IYW position timeline

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

AE Wealth Management LLC held 12,024 IYW 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 12,024 shares
    Change vs previous 13F -1,774 shares

    0.01% of the 13F portfolio, value $3,032,763.

    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 13,798 shares
    Change vs previous 13F -31,002 shares

    0.01% of the 13F portfolio, value $2,503,169.

    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 44,800 shares
    Change vs previous 13F -3,536 shares

    0.05% of the 13F portfolio, value $8,945,678.

    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 48,336 shares
    Change vs previous 13F -62,994 shares

    0.06% of the 13F portfolio, value $9,467,084.

    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 111,330 shares
    Change vs previous 13F -39,028 shares

    0.14% of the 13F portfolio, value $19,290,292.

    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 150,358 shares
    Change vs previous 13F +13,841 shares

    0.18% of the 13F portfolio, value $21,116,239.

    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 136,517 shares
    Change vs previous 13F -37,700 shares

    0.18% of the 13F portfolio, value $21,777,169.

    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 174,217 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $26,414,822.

    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).