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
- period ended2026-06-3013F 31,910 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,689 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,778 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 36,043 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 32,781 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,386 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,409 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,735 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).