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Disclosery

AE Wealth Management LLC: EMHC position timeline

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

AE Wealth Management LLC held 50,354 EMHC 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 50,354 shares
    Change vs previous 13F +3,574 shares

    0.01% of the 13F portfolio, value $1,280,998.

    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 46,780 shares
    Change vs previous 13F +5,116 shares

    0.01% of the 13F portfolio, value $1,160,140.

    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 41,664 shares
    Change vs previous 13F +1,631 shares

    0.01% of the 13F portfolio, value $1,060,774.

    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 40,033 shares
    Change vs previous 13F +3,074 shares

    0.01% of the 13F portfolio, value $1,008,541.

    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 36,959 shares
    Change vs previous 13F -568 shares

    0.01% of the 13F portfolio, value $909,558.

    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 37,527 shares
    Change vs previous 13F +15,114 shares

    0.01% of the 13F portfolio, value $906,711.

    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 22,413 shares
    Change vs previous 13F +3,750 shares

    <0.01% of the 13F portfolio, value $532,978.

    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 18,663 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $468,650.

    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).