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AE Wealth Management LLC: MA position timeline

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

AE Wealth Management LLC held 194,342 MA 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 194,342 shares
    Change vs previous 13F -5,787 shares

    0.47% of the 13F portfolio, value $99,815,809.

    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 200,129 shares
    Change vs previous 13F +10,577 shares

    0.54% of the 13F portfolio, value $99,998,230.

    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 189,552 shares
    Change vs previous 13F +58,086 shares

    0.62% of the 13F portfolio, value $108,213,041.

    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 131,466 shares
    Change vs previous 13F +13,728 shares

    0.48% of the 13F portfolio, value $74,780,718.

    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 117,738 shares
    Change vs previous 13F +19,519 shares

    0.48% of the 13F portfolio, value $66,164,665.

    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 98,219 shares
    Change vs previous 13F +8,541 shares

    0.45% of the 13F portfolio, value $53,836,718.

    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 89,678 shares
    Change vs previous 13F +9,444 shares

    0.4% of the 13F portfolio, value $47,223,158.

    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 80,234 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $39,619,291.

    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).