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Disclosery

AE Wealth Management LLC: CLSM position timeline

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

AE Wealth Management LLC held 35,216 CLSM 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 35,216 shares
    Change vs previous 13F +29,350 shares

    <0.01% of the 13F portfolio, value $970,228.

    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 5,866 shares
    Change vs previous 13F -4,807 shares

    <0.01% of the 13F portfolio, value $136,296.

    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 10,673 shares
    Change vs previous 13F +750 shares

    <0.01% of the 13F portfolio, value $248,006.

    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 9,923 shares
    Change vs previous 13F -76 shares

    <0.01% of the 13F portfolio, value $228,529.

    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 9,999 shares
    Change vs previous 13F -501 shares

    <0.01% of the 13F portfolio, value $216,281.

    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 10,500 shares
    Change vs previous 13F -770 shares

    <0.01% of the 13F portfolio, value $219,032.

    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 11,270 shares
    Change vs previous 13F -1,512 shares

    <0.01% of the 13F portfolio, value $229,121.

    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 12,782 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $272,451.

    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).