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AE Wealth Management LLC: CRM position timeline

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

AE Wealth Management LLC held 257,028 CRM 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 257,028 shares
    Change vs previous 13F -20,395 shares

    0.19% of the 13F portfolio, value $40,266,542.

    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 277,423 shares
    Change vs previous 13F +45,726 shares

    0.28% of the 13F portfolio, value $51,786,762.

    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 231,697 shares
    Change vs previous 13F +40,661 shares

    0.35% of the 13F portfolio, value $61,378,713.

    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 191,036 shares
    Change vs previous 13F +19,772 shares

    0.29% of the 13F portfolio, value $45,275,964.

    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 171,264 shares
    Change vs previous 13F +26,221 shares

    0.34% of the 13F portfolio, value $46,702,779.

    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 145,043 shares
    Change vs previous 13F +4,759 shares

    0.33% of the 13F portfolio, value $38,924,319.

    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 140,284 shares
    Change vs previous 13F +6,996 shares

    0.4% of the 13F portfolio, value $46,901,832.

    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 133,288 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $36,482,000.

    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).