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Disclosery

AE Wealth Management LLC: MARW position timeline

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

AE Wealth Management LLC held 2,805 MARW 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 2,805 shares
    Change vs previous 13F +46 shares

    <0.01% of the 13F portfolio, value $101,288.

    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 2,759 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $94,054.

    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 2,763 shares
    Change vs previous 13F -1,112 shares

    <0.01% of the 13F portfolio, value $94,890.

    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 3,875 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $130,238.

    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 3,885 shares
    Change vs previous 13F -283 shares

    <0.01% of the 13F portfolio, value $126,399.

    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 4,168 shares
    Change vs previous 13F -373 shares

    <0.01% of the 13F portfolio, value $129,161.

    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 4,541 shares
    Change vs previous 13F -22,444 shares

    <0.01% of the 13F portfolio, value $140,998.

    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 26,985 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $821,437.

    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).