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AE Wealth Management LLC: AOM position timeline

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

AE Wealth Management LLC held 62,037 AOM 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 62,037 shares
    Change vs previous 13F +49,451 shares

    0.01% of the 13F portfolio, value $3,095,027.

    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 12,586 shares
    Change vs previous 13F -605 shares

    <0.01% of the 13F portfolio, value $596,185.

    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 13,191 shares
    Change vs previous 13F -13,258 shares

    <0.01% of the 13F portfolio, value $629,591.

    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 26,449 shares
    Change vs previous 13F -77,596 shares

    0.01% of the 13F portfolio, value $1,258,445.

    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 104,045 shares
    Change vs previous 13F +85,199 shares

    0.04% of the 13F portfolio, value $4,790,239.

    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 18,846 shares
    Change vs previous 13F -813 shares

    0.01% of the 13F portfolio, value $826,959.

    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 19,659 shares
    Change vs previous 13F +4,334 shares

    0.01% of the 13F portfolio, value $853,988.

    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 15,325 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $691,324.

    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).