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Disclosery

AE Wealth Management LLC: KDP position timeline

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

AE Wealth Management LLC held 13,324 KDP 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 13,324 shares
    Change vs previous 13F +2,469 shares

    <0.01% of the 13F portfolio, value $436,104.

    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 10,855 shares
    Change vs previous 13F -18,326 shares

    <0.01% of the 13F portfolio, value $285,810.

    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 29,181 shares
    Change vs previous 13F +5,755 shares

    <0.01% of the 13F portfolio, value $817,378.

    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 23,426 shares
    Change vs previous 13F -6,304 shares

    <0.01% of the 13F portfolio, value $597,598.

    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 29,730 shares
    Change vs previous 13F +1,040 shares

    0.01% of the 13F portfolio, value $982,890.

    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 28,690 shares
    Change vs previous 13F +15,552 shares

    0.01% of the 13F portfolio, value $981,779.

    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 13,138 shares
    Change vs previous 13F +4,412 shares

    <0.01% of the 13F portfolio, value $421,989.

    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 8,726 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $327,056.

    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).