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AE Wealth Management LLC: EMLC position timeline

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

AE Wealth Management LLC held 24,585 EMLC 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 24,585 shares
    Change vs previous 13F +1,375 shares

    <0.01% of the 13F portfolio, value $628,392.

    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 23,210 shares
    Change vs previous 13F +2,398 shares

    <0.01% of the 13F portfolio, value $582,804.

    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 20,812 shares
    Change vs previous 13F +59 shares

    <0.01% of the 13F portfolio, value $537,402.

    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 20,753 shares
    Change vs previous 13F +3,128 shares

    <0.01% of the 13F portfolio, value $529,408.

    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 17,625 shares
    Change vs previous 13F -862 shares

    <0.01% of the 13F portfolio, value $446,805.

    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 18,487 shares
    Change vs previous 13F -8,614 shares

    <0.01% of the 13F portfolio, value $441,100.

    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 27,101 shares
    Change vs previous 13F +1,693 shares

    0.01% of the 13F portfolio, value $626,294.

    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 25,408 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $645,354.

    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).