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AE Wealth Management LLC: CMBS position timeline

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

AE Wealth Management LLC held 575,306 CMBS 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 575,306 shares
    Change vs previous 13F +51,727 shares

    0.13% of the 13F portfolio, value $27,988,802.

    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 523,579 shares
    Change vs previous 13F +33,033 shares

    0.14% of the 13F portfolio, value $25,513,997.

    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 490,546 shares
    Change vs previous 13F +59,023 shares

    0.14% of the 13F portfolio, value $24,076,044.

    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 431,523 shares
    Change vs previous 13F +33,544 shares

    0.13% of the 13F portfolio, value $21,174,782.

    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 397,979 shares
    Change vs previous 13F +23,972 shares

    0.14% of the 13F portfolio, value $19,389,412.

    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 374,007 shares
    Change vs previous 13F +23,293 shares

    0.15% of the 13F portfolio, value $17,952,337.

    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 350,714 shares
    Change vs previous 13F +43,212 shares

    0.14% of the 13F portfolio, value $16,553,598.

    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 307,502 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $15,046,018.

    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).