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Disclosery

AE Wealth Management LLC: CMDT position timeline

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

AE Wealth Management LLC held 1,520 CMDT 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 1,520 shares
    Change vs previous 13F -144 shares

    <0.01% of the 13F portfolio, value $46,623.

    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 1,664 shares
    Change vs previous 13F -21,189 shares

    <0.01% of the 13F portfolio, value $53,690.

    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 22,853 shares
    Change vs previous 13F -31,337 shares

    <0.01% of the 13F portfolio, value $630,515.

    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 54,190 shares
    Change vs previous 13F +29,822 shares

    0.01% of the 13F portfolio, value $1,484,805.

    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 24,368 shares
    Change vs previous 13F +777 shares

    <0.01% of the 13F portfolio, value $629,435.

    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 23,591 shares
    Change vs previous 13F -179,771 shares

    0.01% of the 13F portfolio, value $631,520.

    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 203,362 shares
    Change vs previous 13F +9,237 shares

    0.04% of the 13F portfolio, value $5,132,868.

    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 194,125 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,188,956.

    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).