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AE Wealth Management LLC: NANC position timeline

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

AE Wealth Management LLC held 26,331 NANC 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 26,331 shares
    Change vs previous 13F +3,461 shares

    0.01% of the 13F portfolio, value $1,332,633.

    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 22,870 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $965,131.

    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 22,896 shares
    Change vs previous 13F -261 shares

    0.01% of the 13F portfolio, value $1,044,930.

    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 23,157 shares
    Change vs previous 13F -173 shares

    0.01% of the 13F portfolio, value $1,037,219.

    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 23,330 shares
    Change vs previous 13F -1,116 shares

    0.01% of the 13F portfolio, value $977,760.

    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 24,446 shares
    Change vs previous 13F +24,436 shares

    0.01% of the 13F portfolio, value $879,567.

    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 10 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $386.

    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).