AE Wealth Management LLC: LNT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on LNT, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 340,356 LNT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 340,356 sharesChange vs previous 13F +317,121 shares
0.12% of the 13F portfolio, value $25,965,859.
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 23,235 sharesChange vs previous 13F +1,420 shares
0.01% of the 13F portfolio, value $1,667,372.
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 21,815 sharesChange vs previous 13F +2,951 shares
0.01% of the 13F portfolio, value $1,418,303.
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 18,864 sharesChange vs previous 13F +2,774 shares
0.01% of the 13F portfolio, value $1,271,754.
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 16,090 sharesChange vs previous 13F -258,513 shares
0.01% of the 13F portfolio, value $973,002.
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 274,603 sharesChange vs previous 13F +47,606 shares
0.15% of the 13F portfolio, value $17,670,616.
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 226,997 sharesChange vs previous 13F +7,984 shares
0.11% of the 13F portfolio, value $13,424,600.
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 219,013 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $13,292,010.
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).