AE Wealth Management LLC: LDOS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on LDOS, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 10,490 LDOS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 10,490 sharesChange vs previous 13F -33,282 shares
0.01% of the 13F portfolio, value $1,080,192.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 43,772 sharesChange vs previous 13F +472 shares
0.04% of the 13F portfolio, value $6,807,434.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 43,300 sharesChange vs previous 13F +967 shares
0.04% of the 13F portfolio, value $7,811,319.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 42,333 sharesChange vs previous 13F +1,665 shares
0.05% of the 13F portfolio, value $7,999,158.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 40,668 sharesChange vs previous 13F +34,228 shares
0.05% of the 13F portfolio, value $6,415,766.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,440 sharesChange vs previous 13F -402 shares
0.01% of the 13F portfolio, value $869,062.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,842 sharesChange vs previous 13F +535 shares
0.01% of the 13F portfolio, value $985,682.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,307 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,028,043.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).