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AE Wealth Management LLC: AMGN position timeline

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

AE Wealth Management LLC held 177,770 AMGN 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 177,770 shares
    Change vs previous 13F +22,026 shares

    0.3% of the 13F portfolio, value $64,374,199.

    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 155,744 shares
    Change vs previous 13F +21,612 shares

    0.3% of the 13F portfolio, value $54,799,574.

    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 134,132 shares
    Change vs previous 13F +23,909 shares

    0.25% of the 13F portfolio, value $43,903,135.

    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 110,223 shares
    Change vs previous 13F +18,798 shares

    0.2% of the 13F portfolio, value $31,106,043.

    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 91,425 shares
    Change vs previous 13F +7,001 shares

    0.19% of the 13F portfolio, value $25,527,286.

    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 84,424 shares
    Change vs previous 13F +9,691 shares

    0.22% of the 13F portfolio, value $26,302,681.

    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 74,733 shares
    Change vs previous 13F +12,324 shares

    0.17% of the 13F portfolio, value $19,479,071.

    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 62,409 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $20,109,317.

    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).