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AE Wealth Management LLC: KNG position timeline

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

AE Wealth Management LLC held 25,726 KNG 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 25,726 shares
    Change vs previous 13F -4,525 shares

    0.01% of the 13F portfolio, value $1,299,152.

    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 30,251 shares
    Change vs previous 13F -12,857 shares

    0.01% of the 13F portfolio, value $1,473,487.

    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 43,108 shares
    Change vs previous 13F +2,342 shares

    0.01% of the 13F portfolio, value $2,118,773.

    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 40,766 shares
    Change vs previous 13F +15,009 shares

    0.01% of the 13F portfolio, value $2,010,205.

    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 25,757 shares
    Change vs previous 13F -4,315 shares

    0.01% of the 13F portfolio, value $1,264,684.

    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 30,072 shares
    Change vs previous 13F -1,234 shares

    0.01% of the 13F portfolio, value $1,519,308.

    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 31,306 shares
    Change vs previous 13F -139 shares

    0.01% of the 13F portfolio, value $1,571,893.

    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 31,445 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,713,168.

    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).