AE Wealth Management LLC: LDUR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on LDUR, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 21,831 LDUR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 21,831 sharesChange vs previous 13F +728 shares
0.01% of the 13F portfolio, value $2,087,245.
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 21,103 sharesChange vs previous 13F +1,114 shares
0.01% of the 13F portfolio, value $2,022,125.
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 19,989 sharesChange vs previous 13F -581 shares
0.01% of the 13F portfolio, value $1,917,827.
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 20,570 sharesChange vs previous 13F -460 shares
0.01% of the 13F portfolio, value $1,977,741.
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 21,030 sharesChange vs previous 13F +12,452 shares
0.01% of the 13F portfolio, value $2,015,317.
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 8,578 sharesChange vs previous 13F +2,773 shares
0.01% of the 13F portfolio, value $823,292.
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 5,805 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $551,417.
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).