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AE Wealth Management LLC: ONB position timeline

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

AE Wealth Management LLC held 31,910 ONB 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 31,910 shares
    Change vs previous 13F +3,221 shares

    <0.01% of the 13F portfolio, value $826,515.

    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 28,689 shares
    Change vs previous 13F +3,911 shares

    <0.01% of the 13F portfolio, value $634,015.

    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 24,778 shares
    Change vs previous 13F -11,265 shares

    <0.01% of the 13F portfolio, value $552,786.

    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 36,043 shares
    Change vs previous 13F +3,262 shares

    0.01% of the 13F portfolio, value $791,138.

    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 32,781 shares
    Change vs previous 13F +3,395 shares

    0.01% of the 13F portfolio, value $699,540.

    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 29,386 shares
    Change vs previous 13F -2,023 shares

    0.01% of the 13F portfolio, value $622,659.

    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 31,409 shares
    Change vs previous 13F +14,674 shares

    0.01% of the 13F portfolio, value $681,759.

    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 16,735 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $312,268.

    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).