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AE Wealth Management LLC: AMT position timeline

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

AE Wealth Management LLC held 42,581 AMT 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 42,581 shares
    Change vs previous 13F +5,566 shares

    0.03% of the 13F portfolio, value $6,964,810.

    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 37,015 shares
    Change vs previous 13F +5,741 shares

    0.03% of the 13F portfolio, value $6,387,854.

    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 31,274 shares
    Change vs previous 13F +7,282 shares

    0.03% of the 13F portfolio, value $5,490,757.

    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 23,992 shares
    Change vs previous 13F +1,303 shares

    0.03% of the 13F portfolio, value $4,614,073.

    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 22,689 shares
    Change vs previous 13F +1,779 shares

    0.04% of the 13F portfolio, value $5,014,667.

    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 20,910 shares
    Change vs previous 13F +1,331 shares

    0.04% of the 13F portfolio, value $4,549,978.

    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 19,579 shares
    Change vs previous 13F +1,936 shares

    0.03% of the 13F portfolio, value $3,590,806.

    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 17,643 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,103,091.

    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).