Skip to content
Disclosery

AE Wealth Management LLC: CMS position timeline

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

AE Wealth Management LLC held 400,653 CMS 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 400,653 shares
    Change vs previous 13F +110,518 shares

    0.14% of the 13F portfolio, value $30,649,860.

    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 290,135 shares
    Change vs previous 13F +37,361 shares

    0.12% of the 13F portfolio, value $22,508,738.

    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 252,774 shares
    Change vs previous 13F +8,609 shares

    0.1% of the 13F portfolio, value $17,676,315.

    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 244,165 shares
    Change vs previous 13F +13,481 shares

    0.11% of the 13F portfolio, value $17,887,568.

    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 230,684 shares
    Change vs previous 13F -12,135 shares

    0.12% of the 13F portfolio, value $15,981,743.

    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 242,819 shares
    Change vs previous 13F +27,224 shares

    0.15% of the 13F portfolio, value $18,238,145.

    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 215,595 shares
    Change vs previous 13F +12,752 shares

    0.12% of the 13F portfolio, value $14,369,202.

    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 202,843 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $14,326,877.

    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).