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AE Wealth Management LLC: NOW position timeline

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

AE Wealth Management LLC held 36,133 NOW 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 36,133 shares
    Change vs previous 13F +5,600 shares

    0.02% of the 13F portfolio, value $3,587,332.

    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 30,533 shares
    Change vs previous 13F +10,229 shares

    0.02% of the 13F portfolio, value $3,192,302.

    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 20,304 shares
    Change vs previous 13F +16,489 shares

    0.02% of the 13F portfolio, value $3,110,365.

    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 3,815 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $3,510,765.

    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 3,795 shares
    Change vs previous 13F -9 shares

    0.03% of the 13F portfolio, value $3,900,761.

    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 3,804 shares
    Change vs previous 13F -352 shares

    0.03% of the 13F portfolio, value $3,028,522.

    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 4,156 shares
    Change vs previous 13F -357 shares

    0.04% of the 13F portfolio, value $4,405,864.

    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 4,513 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,036,389.

    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).