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Disclosery

AE Wealth Management LLC: ORI position timeline

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

AE Wealth Management LLC held 613,239 ORI 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 613,239 shares
    Change vs previous 13F +600,797 shares

    0.12% of the 13F portfolio, value $25,093,859.

    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 12,442 shares
    Change vs previous 13F -366,569 shares

    <0.01% of the 13F portfolio, value $496,415.

    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 379,011 shares
    Change vs previous 13F +5,233 shares

    0.1% of the 13F portfolio, value $17,297,961.

    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 373,778 shares
    Change vs previous 13F -2,497 shares

    0.1% of the 13F portfolio, value $15,874,369.

    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 376,275 shares
    Change vs previous 13F +344,583 shares

    0.11% of the 13F portfolio, value $14,463,991.

    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 31,692 shares
    Change vs previous 13F +24,033 shares

    0.01% of the 13F portfolio, value $1,242,971.

    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 7,659 shares
    Change vs previous 13F -941 shares

    <0.01% of the 13F portfolio, value $277,157.

    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 8,600 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $304,587.

    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).