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Disclosery

AE Wealth Management LLC: LONZ position timeline

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

AE Wealth Management LLC held 11,198 LONZ 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 11,198 shares
    Change vs previous 13F -760 shares

    <0.01% of the 13F portfolio, value $552,198.

    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 11,958 shares
    Change vs previous 13F -4,174 shares

    <0.01% of the 13F portfolio, value $590,492.

    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 16,132 shares
    Change vs previous 13F +484 shares

    <0.01% of the 13F portfolio, value $811,103.

    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 15,648 shares
    Change vs previous 13F -19,384 shares

    0.01% of the 13F portfolio, value $799,153.

    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 35,032 shares
    Change vs previous 13F -242 shares

    0.01% of the 13F portfolio, value $1,786,416.

    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 35,274 shares
    Change vs previous 13F +1,271 shares

    0.01% of the 13F portfolio, value $1,777,271.

    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 34,003 shares
    Change vs previous 13F +24,208 shares

    0.01% of the 13F portfolio, value $1,737,530.

    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 9,795 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $500,919.

    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).