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AE Wealth Management LLC: RCL position timeline

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

AE Wealth Management LLC held 5,927 RCL 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 5,927 shares
    Change vs previous 13F -292 shares

    0.01% of the 13F portfolio, value $1,882,101.

    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 6,219 shares
    Change vs previous 13F +44 shares

    0.01% of the 13F portfolio, value $1,711,371.

    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 6,175 shares
    Change vs previous 13F +1,281 shares

    0.01% of the 13F portfolio, value $1,722,298.

    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 4,894 shares
    Change vs previous 13F -2,421 shares

    0.01% of the 13F portfolio, value $1,583,530.

    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 7,315 shares
    Change vs previous 13F -249 shares

    0.02% of the 13F portfolio, value $2,290,654.

    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 7,564 shares
    Change vs previous 13F +1,444 shares

    0.01% of the 13F portfolio, value $1,553,889.

    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 6,120 shares
    Change vs previous 13F +1,101 shares

    0.01% of the 13F portfolio, value $1,411,809.

    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 5,019 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $890,170.

    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).