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
- period ended2026-06-3013F 30,215 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 56,761 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 50,229 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 47,873 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 70,721 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 316 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 828 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,012 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).