AE Wealth Management LLC: CMG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on CMG, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 20,315 CMG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 20,315 sharesChange vs previous 13F -2,685 shares
<0.01% of the 13F portfolio, value $690,722.
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 23,000 sharesChange vs previous 13F +1,058 shares
<0.01% of the 13F portfolio, value $736,224.
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 21,942 sharesChange vs previous 13F +8,412 shares
<0.01% of the 13F portfolio, value $811,857.
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 13,530 sharesChange vs previous 13F -2,241 shares
<0.01% of the 13F portfolio, value $530,235.
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 15,771 sharesChange vs previous 13F +796 shares
0.01% of the 13F portfolio, value $885,491.
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 14,975 sharesChange vs previous 13F +2,326 shares
0.01% of the 13F portfolio, value $751,911.
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 12,649 sharesChange vs previous 13F +4,722 shares
0.01% of the 13F portfolio, value $762,747.
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 7,927 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $456,764.
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).