AE Wealth Management LLC: CMCSA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on CMCSA, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 2,592,511 CMCSA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 2,592,511 sharesChange vs previous 13F +1,190,368 shares
0.3% of the 13F portfolio, value $63,646,095.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,402,143 sharesChange vs previous 13F +372,340 shares
0.22% of the 13F portfolio, value $40,255,572.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,029,803 sharesChange vs previous 13F +351,353 shares
0.18% of the 13F portfolio, value $30,780,843.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 678,450 sharesChange vs previous 13F +113,252 shares
0.14% of the 13F portfolio, value $21,316,952.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 565,198 sharesChange vs previous 13F +39,396 shares
0.15% of the 13F portfolio, value $20,171,970.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 525,802 sharesChange vs previous 13F +42,445 shares
0.16% of the 13F portfolio, value $19,402,131.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 483,357 sharesChange vs previous 13F +71,459 shares
0.15% of the 13F portfolio, value $18,140,413.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 411,898 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $17,204,984.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).