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AE Wealth Management LLC: KNGZ position timeline

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

AE Wealth Management LLC held 19,180 KNGZ 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 19,180 shares
    Change vs previous 13F +1,427 shares

    <0.01% of the 13F portfolio, value $768,506.

    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 17,753 shares
    Change vs previous 13F +1,002 shares

    <0.01% of the 13F portfolio, value $639,534.

    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 16,751 shares
    Change vs previous 13F +2,249 shares

    <0.01% of the 13F portfolio, value $599,860.

    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 14,502 shares
    Change vs previous 13F +2,483 shares

    <0.01% of the 13F portfolio, value $519,323.

    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 12,019 shares
    Change vs previous 13F +2,308 shares

    <0.01% of the 13F portfolio, value $404,106.

    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 9,711 shares
    Change vs previous 13F +129 shares

    <0.01% of the 13F portfolio, value $312,805.

    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 9,582 shares
    Change vs previous 13F +2,332 shares

    <0.01% of the 13F portfolio, value $308,709.

    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 7,250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $249,257.

    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).