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Disclosery

AE Wealth Management LLC: AEM position timeline

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

AE Wealth Management LLC held 2,016 AEM 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 2,016 shares
    Change vs previous 13F +735 shares

    <0.01% of the 13F portfolio, value $312,786.

    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 1,281 shares
    Change vs previous 13F -110 shares

    <0.01% of the 13F portfolio, value $260,059.

    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 1,391 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $235,843.

    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 1,356 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $228,585.

    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).