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AE Wealth Management LLC: KORP position timeline

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

AE Wealth Management LLC held 32,849 KORP 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 32,849 shares
    Change vs previous 13F +4,670 shares

    0.01% of the 13F portfolio, value $1,538,986.

    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 28,179 shares
    Change vs previous 13F +2,763 shares

    0.01% of the 13F portfolio, value $1,313,438.

    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 25,416 shares
    Change vs previous 13F +8,264 shares

    0.01% of the 13F portfolio, value $1,200,913.

    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 17,152 shares
    Change vs previous 13F +6,605 shares

    0.01% of the 13F portfolio, value $816,441.

    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 10,547 shares
    Change vs previous 13F +2,839 shares

    <0.01% of the 13F portfolio, value $496,431.

    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 7,708 shares
    Change vs previous 13F +4,888 shares

    <0.01% of the 13F portfolio, value $360,288.

    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 2,820 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $129,531.

    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).