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AE Wealth Management LLC: RWL position timeline

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

AE Wealth Management LLC held 49,888 RWL 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 49,888 shares
    Change vs previous 13F +1,187 shares

    0.03% of the 13F portfolio, value $6,373,741.

    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 48,701 shares
    Change vs previous 13F +4,932 shares

    0.03% of the 13F portfolio, value $5,596,229.

    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 43,769 shares
    Change vs previous 13F +4,215 shares

    0.03% of the 13F portfolio, value $5,011,606.

    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 39,554 shares
    Change vs previous 13F +3,488 shares

    0.03% of the 13F portfolio, value $4,377,072.

    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 36,066 shares
    Change vs previous 13F +2,549 shares

    0.03% of the 13F portfolio, value $3,761,289.

    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 33,517 shares
    Change vs previous 13F +4,823 shares

    0.03% of the 13F portfolio, value $3,329,608.

    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 28,694 shares
    Change vs previous 13F +5,544 shares

    0.02% of the 13F portfolio, value $2,809,718.

    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 23,150 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,270,355.

    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).