AE Wealth Management LLC: NANR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on NANR, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 767 NANR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 767 sharesChange vs previous 13F +81 shares
<0.01% of the 13F portfolio, value $57,878.
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 686 sharesChange vs previous 13F +230 shares
<0.01% of the 13F portfolio, value $57,624.
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 456 sharesChange vs previous 13F -1 shares
<0.01% of the 13F portfolio, value $30,930.
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 457 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $29,523.
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 457 sharesChange vs previous 13F -282 shares
<0.01% of the 13F portfolio, value $25,884.
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 739 sharesChange vs previous 13F +319 shares
<0.01% of the 13F portfolio, value $41,024.
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 420 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $21,466.
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).