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AE Wealth Management LLC: LIN position timeline

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

AE Wealth Management LLC held 59,091 LIN 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 59,091 shares
    Change vs previous 13F +6,596 shares

    0.14% of the 13F portfolio, value $30,665,679.

    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 52,495 shares
    Change vs previous 13F +3,448 shares

    0.14% of the 13F portfolio, value $26,026,185.

    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 49,047 shares
    Change vs previous 13F +32,412 shares

    0.12% of the 13F portfolio, value $20,914,046.

    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 16,635 shares
    Change vs previous 13F +2,067 shares

    0.05% of the 13F portfolio, value $7,902,828.

    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 14,568 shares
    Change vs previous 13F +3,083 shares

    0.05% of the 13F portfolio, value $6,835,707.

    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 11,485 shares
    Change vs previous 13F +2,686 shares

    0.04% of the 13F portfolio, value $5,348,226.

    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 8,799 shares
    Change vs previous 13F +1,265 shares

    0.03% of the 13F portfolio, value $3,684,021.

    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 7,534 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,592,296.

    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).