Skip to content
Disclosery

AE Wealth Management LLC: REGN position timeline

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

AE Wealth Management LLC held 1,094 REGN 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 1,094 shares
    Change vs previous 13F -5,587 shares

    <0.01% of the 13F portfolio, value $683,643.

    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 6,681 shares
    Change vs previous 13F +1,207 shares

    0.03% of the 13F portfolio, value $5,163,849.

    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 5,474 shares
    Change vs previous 13F +1,470 shares

    0.02% of the 13F portfolio, value $4,225,838.

    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 4,004 shares
    Change vs previous 13F +1,371 shares

    0.01% of the 13F portfolio, value $2,252,026.

    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 2,633 shares
    Change vs previous 13F +408 shares

    0.01% of the 13F portfolio, value $1,383,098.

    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 2,225 shares
    Change vs previous 13F +445 shares

    0.01% of the 13F portfolio, value $1,411,564.

    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 1,780 shares
    Change vs previous 13F +706 shares

    0.01% of the 13F portfolio, value $1,268,361.

    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 1,074 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,129,532.

    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).