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AE Wealth Management LLC: EMB position timeline

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

AE Wealth Management LLC held 29,438 EMB 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 29,438 shares
    Change vs previous 13F +4,115 shares

    0.01% of the 13F portfolio, value $2,839,019.

    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 25,323 shares
    Change vs previous 13F -40,896 shares

    0.01% of the 13F portfolio, value $2,378,567.

    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 66,219 shares
    Change vs previous 13F +5,689 shares

    0.04% of the 13F portfolio, value $6,375,520.

    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 60,530 shares
    Change vs previous 13F +7,207 shares

    0.04% of the 13F portfolio, value $5,761,797.

    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 53,323 shares
    Change vs previous 13F +4,591 shares

    0.04% of the 13F portfolio, value $4,938,814.

    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 48,732 shares
    Change vs previous 13F -1,569 shares

    0.04% of the 13F portfolio, value $4,414,556.

    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 50,301 shares
    Change vs previous 13F +2,188 shares

    0.04% of the 13F portfolio, value $4,478,704.

    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 48,113 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,502,503.

    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).