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AE Wealth Management LLC: EEM position timeline

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

AE Wealth Management LLC held 30,215 EEM 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 30,215 shares
    Change vs previous 13F -26,546 shares

    0.01% of the 13F portfolio, value $2,067,017.

    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 56,761 shares
    Change vs previous 13F +6,532 shares

    0.02% of the 13F portfolio, value $3,223,460.

    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 50,229 shares
    Change vs previous 13F +2,356 shares

    0.02% of the 13F portfolio, value $2,748,038.

    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 47,873 shares
    Change vs previous 13F -22,848 shares

    0.02% of the 13F portfolio, value $2,556,406.

    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 70,721 shares
    Change vs previous 13F +70,405 shares

    0.02% of the 13F portfolio, value $3,411,558.

    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 316 shares
    Change vs previous 13F -512 shares

    <0.01% of the 13F portfolio, value $13,814.

    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 828 shares
    Change vs previous 13F -4,184 shares

    <0.01% of the 13F portfolio, value $34,631.

    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 5,012 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $229,868.

    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).