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AE Wealth Management LLC: EMCB position timeline

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

AE Wealth Management LLC held 18,150 EMCB 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 18,150 shares
    Change vs previous 13F -6,308 shares

    0.01% of the 13F portfolio, value $1,201,213.

    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 24,458 shares
    Change vs previous 13F +4,449 shares

    0.01% of the 13F portfolio, value $1,602,540.

    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 20,009 shares
    Change vs previous 13F +2,775 shares

    0.01% of the 13F portfolio, value $1,330,181.

    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 17,234 shares
    Change vs previous 13F +2,384 shares

    0.01% of the 13F portfolio, value $1,153,932.

    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 14,850 shares
    Change vs previous 13F +1,892 shares

    0.01% of the 13F portfolio, value $979,275.

    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 12,958 shares
    Change vs previous 13F -1,747 shares

    0.01% of the 13F portfolio, value $847,557.

    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 14,705 shares
    Change vs previous 13F +153 shares

    0.01% of the 13F portfolio, value $954,608.

    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 14,552 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $970,182.

    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).