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AE Wealth Management LLC: EMR position timeline

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

AE Wealth Management LLC held 139,937 EMR 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 139,937 shares
    Change vs previous 13F +11,579 shares

    0.09% of the 13F portfolio, value $20,031,923.

    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 128,358 shares
    Change vs previous 13F -27,574 shares

    0.09% of the 13F portfolio, value $16,817,476.

    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 155,932 shares
    Change vs previous 13F +42,900 shares

    0.12% of the 13F portfolio, value $20,695,432.

    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 113,032 shares
    Change vs previous 13F -2,997 shares

    0.09% of the 13F portfolio, value $14,827,390.

    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 116,029 shares
    Change vs previous 13F -73,268 shares

    0.11% of the 13F portfolio, value $15,470,505.

    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 189,297 shares
    Change vs previous 13F +15,065 shares

    0.17% of the 13F portfolio, value $20,754,669.

    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 174,232 shares
    Change vs previous 13F +12,501 shares

    0.18% of the 13F portfolio, value $21,592,332.

    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 161,731 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $17,688,726.

    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).