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Disclosery

AE Wealth Management LLC: EMXC position timeline

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

AE Wealth Management LLC held 12,455 EMXC 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 12,455 shares
    Change vs previous 13F -413 shares

    0.01% of the 13F portfolio, value $1,274,177.

    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 12,868 shares
    Change vs previous 13F -1,261 shares

    0.01% of the 13F portfolio, value $1,012,190.

    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 14,129 shares
    Change vs previous 13F +694 shares

    0.01% of the 13F portfolio, value $1,026,867.

    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 13,435 shares
    Change vs previous 13F -18,704 shares

    0.01% of the 13F portfolio, value $906,990.

    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 32,139 shares
    Change vs previous 13F -280,545 shares

    0.01% of the 13F portfolio, value $2,029,218.

    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 312,684 shares
    Change vs previous 13F -201,401 shares

    0.14% of the 13F portfolio, value $17,225,773.

    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 514,085 shares
    Change vs previous 13F +53,974 shares

    0.24% of the 13F portfolio, value $28,506,005.

    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 460,111 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $28,117,401.

    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).