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AE Wealth Management LLC: MAIN position timeline

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

AE Wealth Management LLC held 35,843 MAIN 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 35,843 shares
    Change vs previous 13F +9,554 shares

    0.01% of the 13F portfolio, value $1,859,555.

    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 26,289 shares
    Change vs previous 13F +10,856 shares

    0.01% of the 13F portfolio, value $1,392,269.

    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 15,433 shares
    Change vs previous 13F +6,984 shares

    0.01% of the 13F portfolio, value $932,060.

    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 8,449 shares
    Change vs previous 13F +2,308 shares

    <0.01% of the 13F portfolio, value $537,289.

    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 6,141 shares
    Change vs previous 13F -251 shares

    <0.01% of the 13F portfolio, value $362,981.

    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 6,392 shares
    Change vs previous 13F +474 shares

    <0.01% of the 13F portfolio, value $361,553.

    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 5,918 shares
    Change vs previous 13F +1,822 shares

    <0.01% of the 13F portfolio, value $346,658.

    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 4,096 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,374.

    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).