AE Wealth Management LLC: EME position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on EME, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 810 EME shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 810 sharesChange vs previous 13F +5 shares
<0.01% of the 13F portfolio, value $671,832.
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 805 sharesChange vs previous 13F -103 shares
<0.01% of the 13F portfolio, value $594,283.
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 908 sharesChange vs previous 13F +67 shares
<0.01% of the 13F portfolio, value $555,788.
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 841 sharesChange vs previous 13F +24 shares
<0.01% of the 13F portfolio, value $546,519.
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 817 sharesChange vs previous 13F -41 shares
<0.01% of the 13F portfolio, value $437,213.
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 858 sharesChange vs previous 13F -1,183 shares
<0.01% of the 13F portfolio, value $317,268.
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 2,041 sharesChange vs previous 13F +372 shares
0.01% of the 13F portfolio, value $926,613.
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 1,669 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $718,690.
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).