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AE Wealth Management LLC: KR position timeline

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

AE Wealth Management LLC held 56,025 KR 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 56,025 shares
    Change vs previous 13F +15,741 shares

    0.01% of the 13F portfolio, value $3,111,088.

    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 40,284 shares
    Change vs previous 13F -7,009 shares

    0.02% of the 13F portfolio, value $2,914,934.

    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 47,293 shares
    Change vs previous 13F +3,305 shares

    0.02% of the 13F portfolio, value $2,954,863.

    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 43,988 shares
    Change vs previous 13F -11,397 shares

    0.02% of the 13F portfolio, value $2,965,233.

    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 55,385 shares
    Change vs previous 13F +375 shares

    0.03% of the 13F portfolio, value $3,972,768.

    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 55,010 shares
    Change vs previous 13F -10,738 shares

    0.03% of the 13F portfolio, value $3,723,611.

    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 65,748 shares
    Change vs previous 13F -16,597 shares

    0.03% of the 13F portfolio, value $4,020,514.

    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 82,345 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,718,386.

    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).