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AE Wealth Management LLC: ADM position timeline

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

AE Wealth Management LLC held 303,203 ADM 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 303,203 shares
    Change vs previous 13F -172,621 shares

    0.11% of the 13F portfolio, value $23,164,715.

    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 475,824 shares
    Change vs previous 13F +112,554 shares

    0.19% of the 13F portfolio, value $34,587,637.

    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 363,270 shares
    Change vs previous 13F -9,524 shares

    0.12% of the 13F portfolio, value $20,884,270.

    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 372,794 shares
    Change vs previous 13F +2,922 shares

    0.14% of the 13F portfolio, value $22,270,594.

    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 369,872 shares
    Change vs previous 13F +341,453 shares

    0.14% of the 13F portfolio, value $19,521,903.

    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 28,419 shares
    Change vs previous 13F -3,263 shares

    0.01% of the 13F portfolio, value $1,364,416.

    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 31,682 shares
    Change vs previous 13F -64,398 shares

    0.01% of the 13F portfolio, value $1,600,619.

    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 96,080 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,739,859.

    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).