Skip to content
Disclosery

AE Wealth Management LLC: MAR position timeline

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

AE Wealth Management LLC held 3,863 MAR 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 3,863 shares
    Change vs previous 13F +308 shares

    0.01% of the 13F portfolio, value $1,432,250.

    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 3,555 shares
    Change vs previous 13F -76 shares

    0.01% of the 13F portfolio, value $1,162,979.

    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 3,631 shares
    Change vs previous 13F +1,571 shares

    0.01% of the 13F portfolio, value $1,126,321.

    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 2,060 shares
    Change vs previous 13F +438 shares

    <0.01% of the 13F portfolio, value $536,614.

    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 1,622 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $443,308.

    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 1,582 shares
    Change vs previous 13F -8,057 shares

    <0.01% of the 13F portfolio, value $376,881.

    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 9,639 shares
    Change vs previous 13F +137 shares

    0.02% of the 13F portfolio, value $2,688,669.

    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 9,502 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,362,311.

    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).