Skip to content
Disclosery

AE Wealth Management LLC: MART position timeline

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

AE Wealth Management LLC held 300 MART 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 300 shares
    Change vs previous 13F -400 shares

    <0.01% of the 13F portfolio, value $12,578.

    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 700 shares
    Change vs previous 13F +400 shares

    <0.01% of the 13F portfolio, value $26,852.

    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 300 shares
    Change vs previous 13F -4,598 shares

    <0.01% of the 13F portfolio, value $11,619.

    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 4,898 shares
    Change vs previous 13F +289 shares

    <0.01% of the 13F portfolio, value $184,677.

    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 4,609 shares
    Change vs previous 13F -1,049 shares

    <0.01% of the 13F portfolio, value $165,498.

    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 5,658 shares
    Change vs previous 13F -1,134 shares

    <0.01% of the 13F portfolio, value $189,352.

    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 6,792 shares
    Change vs previous 13F -6,106 shares

    <0.01% of the 13F portfolio, value $228,890.

    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 12,898 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $424,363.

    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).