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Disclosery

AE Wealth Management LLC: ODFL position timeline

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

AE Wealth Management LLC held 5,264 ODFL 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 5,264 shares
    Change vs previous 13F +129 shares

    0.01% of the 13F portfolio, value $1,140,291.

    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 5,135 shares
    Change vs previous 13F -3,079 shares

    0.01% of the 13F portfolio, value $1,003,530.

    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 8,214 shares
    Change vs previous 13F +2,489 shares

    0.01% of the 13F portfolio, value $1,288,092.

    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 5,725 shares
    Change vs previous 13F -489 shares

    0.01% of the 13F portfolio, value $805,953.

    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 6,214 shares
    Change vs previous 13F -637 shares

    0.01% of the 13F portfolio, value $1,008,525.

    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 6,851 shares
    Change vs previous 13F -836 shares

    0.01% of the 13F portfolio, value $1,133,455.

    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 7,687 shares
    Change vs previous 13F +575 shares

    0.01% of the 13F portfolio, value $1,355,934.

    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 7,112 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,412,730.

    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).