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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

  1. period ended2026-06-30
    13F 20,315 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,000 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,942 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,530 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,771 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,975 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,649 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,927 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).