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
- period ended2026-06-3013F 24,585 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,210 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,812 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,753 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,625 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,487 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,101 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,408 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).