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AE Wealth Management LLC: EMHY position timeline

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

AE Wealth Management LLC held 108,150 EMHY 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 108,150 shares
    Change vs previous 13F +6,134 shares

    0.02% of the 13F portfolio, value $4,397,954.

    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 102,016 shares
    Change vs previous 13F +5,432 shares

    0.02% of the 13F portfolio, value $4,017,396.

    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 96,584 shares
    Change vs previous 13F +4,049 shares

    0.02% of the 13F portfolio, value $3,899,130.

    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 92,535 shares
    Change vs previous 13F +5,487 shares

    0.02% of the 13F portfolio, value $3,672,730.

    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 87,048 shares
    Change vs previous 13F +3,901 shares

    0.02% of the 13F portfolio, value $3,392,244.

    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 83,147 shares
    Change vs previous 13F +277 shares

    0.03% of the 13F portfolio, value $3,178,707.

    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 82,870 shares
    Change vs previous 13F +5,194 shares

    0.03% of the 13F portfolio, value $3,147,401.

    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 77,676 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,030,925.

    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).