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Disclosery

AE Wealth Management LLC: KDEC position timeline

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

AE Wealth Management LLC held 5,522 KDEC 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 5,522 shares
    Change vs previous 13F -6,686 shares

    <0.01% of the 13F portfolio, value $156,714.

    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 12,208 shares
    Change vs previous 13F -32,891 shares

    <0.01% of the 13F portfolio, value $313,731.

    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 45,099 shares
    Change vs previous 13F +40,272 shares

    0.01% of the 13F portfolio, value $1,151,941.

    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 4,827 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $122,944.

    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 4,827 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $115,993.

    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 4,827 shares
    Change vs previous 13F +800 shares

    <0.01% of the 13F portfolio, value $110,596.

    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 4,027 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $96,567.

    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).