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AE Wealth Management LLC: OHI position timeline

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

AE Wealth Management LLC held 8,936 OHI 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 8,936 shares
    Change vs previous 13F +793 shares

    <0.01% of the 13F portfolio, value $426,050.

    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 8,143 shares
    Change vs previous 13F -1,768 shares

    <0.01% of the 13F portfolio, value $356,814.

    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 9,911 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $439,433.

    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 9,887 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $417,434.

    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 9,912 shares
    Change vs previous 13F +1,066 shares

    <0.01% of the 13F portfolio, value $363,282.

    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 8,846 shares
    Change vs previous 13F +599 shares

    <0.01% of the 13F portfolio, value $336,844.

    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 8,247 shares
    Change vs previous 13F +886 shares

    <0.01% of the 13F portfolio, value $312,132.

    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 7,361 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $299,573.

    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).