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AE Wealth Management LLC: KHC position timeline

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

AE Wealth Management LLC held 187,507 KHC 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 187,507 shares
    Change vs previous 13F +33,867 shares

    0.02% of the 13F portfolio, value $4,428,932.

    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 153,640 shares
    Change vs previous 13F +22,910 shares

    0.02% of the 13F portfolio, value $3,455,354.

    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 130,730 shares
    Change vs previous 13F +10,997 shares

    0.02% of the 13F portfolio, value $3,170,175.

    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 119,733 shares
    Change vs previous 13F +14,652 shares

    0.02% of the 13F portfolio, value $3,117,833.

    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 105,081 shares
    Change vs previous 13F +15,393 shares

    0.02% of the 13F portfolio, value $2,713,195.

    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 89,688 shares
    Change vs previous 13F -4,459 shares

    0.02% of the 13F portfolio, value $2,729,231.

    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 94,147 shares
    Change vs previous 13F +3,306 shares

    0.02% of the 13F portfolio, value $2,891,247.

    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 90,841 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,189,424.

    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).