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AE Wealth Management LLC: RIO position timeline

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

AE Wealth Management LLC held 8,227 RIO 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 8,227 shares
    Change vs previous 13F +1,008 shares

    <0.01% of the 13F portfolio, value $780,932.

    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 7,219 shares
    Change vs previous 13F -2,821 shares

    <0.01% of the 13F portfolio, value $673,466.

    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 10,040 shares
    Change vs previous 13F +213 shares

    <0.01% of the 13F portfolio, value $803,472.

    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 9,827 shares
    Change vs previous 13F +214 shares

    <0.01% of the 13F portfolio, value $648,658.

    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 9,613 shares
    Change vs previous 13F +223 shares

    <0.01% of the 13F portfolio, value $560,742.

    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 9,390 shares
    Change vs previous 13F +556 shares

    <0.01% of the 13F portfolio, value $564,117.

    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 8,834 shares
    Change vs previous 13F +243 shares

    <0.01% of the 13F portfolio, value $519,495.

    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 8,591 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $611,402.

    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).