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AE Wealth Management LLC: LQD position timeline

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

AE Wealth Management LLC held 2,983 LQD 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 2,983 shares
    Change vs previous 13F -2,342 shares

    <0.01% of the 13F portfolio, value $325,320.

    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 5,325 shares
    Change vs previous 13F -19,208 shares

    <0.01% of the 13F portfolio, value $580,336.

    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 24,533 shares
    Change vs previous 13F +2,369 shares

    0.02% of the 13F portfolio, value $2,703,242.

    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 22,164 shares
    Change vs previous 13F +16,091 shares

    0.02% of the 13F portfolio, value $2,470,670.

    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 6,073 shares
    Change vs previous 13F +1,050 shares

    <0.01% of the 13F portfolio, value $665,701.

    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 5,023 shares
    Change vs previous 13F -17,486 shares

    <0.01% of the 13F portfolio, value $545,928.

    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 22,509 shares
    Change vs previous 13F +2,985 shares

    0.02% of the 13F portfolio, value $2,404,900.

    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 19,524 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,205,802.

    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).