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Disclosery

AE Wealth Management LLC: KIM position timeline

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

AE Wealth Management LLC held 25,401 KIM 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 25,401 shares
    Change vs previous 13F -215,029 shares

    <0.01% of the 13F portfolio, value $643,916.

    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 240,430 shares
    Change vs previous 13F +20,528 shares

    0.03% of the 13F portfolio, value $5,402,463.

    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 219,902 shares
    Change vs previous 13F +6,931 shares

    0.03% of the 13F portfolio, value $4,457,431.

    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 212,971 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,653,434.

    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).