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Disclosery

AE Wealth Management LLC: CMI position timeline

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

AE Wealth Management LLC held 4,155 CMI 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 4,155 shares
    Change vs previous 13F +31 shares

    0.01% of the 13F portfolio, value $2,963,566.

    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 4,124 shares
    Change vs previous 13F -5,220 shares

    0.01% of the 13F portfolio, value $2,218,787.

    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 9,344 shares
    Change vs previous 13F -6,646 shares

    0.03% of the 13F portfolio, value $4,769,595.

    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 15,990 shares
    Change vs previous 13F +529 shares

    0.04% of the 13F portfolio, value $6,753,536.

    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 15,461 shares
    Change vs previous 13F +834 shares

    0.04% of the 13F portfolio, value $5,063,525.

    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 14,627 shares
    Change vs previous 13F -232 shares

    0.04% of the 13F portfolio, value $4,584,775.

    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 14,859 shares
    Change vs previous 13F -78 shares

    0.04% of the 13F portfolio, value $5,179,948.

    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 14,937 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,836,582.

    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).