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Disclosery

AE Wealth Management LLC: DMAR position timeline

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

AE Wealth Management LLC held 587 DMAR 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 587 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $26,258.

    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 587 shares
    Change vs previous 13F -358 shares

    <0.01% of the 13F portfolio, value $24,889.

    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 945 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $39,364.

    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 945 shares
    Change vs previous 13F -382 shares

    <0.01% of the 13F portfolio, value $38,528.

    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 1,327 shares
    Change vs previous 13F -2,726 shares

    <0.01% of the 13F portfolio, value $52,509.

    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 4,053 shares
    Change vs previous 13F -5,658 shares

    <0.01% of the 13F portfolio, value $152,713.

    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 9,711 shares
    Change vs previous 13F -54,539 shares

    <0.01% of the 13F portfolio, value $370,656.

    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 64,250 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,399,095.

    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).