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Disclosery

AE Wealth Management LLC: NI position timeline

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

AE Wealth Management LLC held 703,036 NI 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 703,036 shares
    Change vs previous 13F +438,038 shares

    0.16% of the 13F portfolio, value $33,429,418.

    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 264,998 shares
    Change vs previous 13F +31,247 shares

    0.07% of the 13F portfolio, value $12,364,824.

    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 233,751 shares
    Change vs previous 13F +21,108 shares

    0.06% of the 13F portfolio, value $9,761,491.

    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 212,643 shares
    Change vs previous 13F +21,627 shares

    0.06% of the 13F portfolio, value $9,207,524.

    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 191,016 shares
    Change vs previous 13F -328,186 shares

    0.06% of the 13F portfolio, value $7,705,549.

    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 519,202 shares
    Change vs previous 13F -123,396 shares

    0.18% of the 13F portfolio, value $20,814,790.

    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 642,598 shares
    Change vs previous 13F +34,064 shares

    0.2% of the 13F portfolio, value $23,621,963.

    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 608,534 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $21,085,677.

    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).