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AE Wealth Management LLC: MAS position timeline

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

AE Wealth Management LLC held 90,040 MAS 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 90,040 shares
    Change vs previous 13F +3,335 shares

    0.03% of the 13F portfolio, value $7,326,420.

    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 86,705 shares
    Change vs previous 13F -42,864 shares

    0.03% of the 13F portfolio, value $5,234,463.

    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 129,569 shares
    Change vs previous 13F +13,520 shares

    0.05% of the 13F portfolio, value $8,222,517.

    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 116,049 shares
    Change vs previous 13F +12,005 shares

    0.05% of the 13F portfolio, value $8,168,818.

    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 104,044 shares
    Change vs previous 13F +13,272 shares

    0.05% of the 13F portfolio, value $6,696,455.

    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 90,772 shares
    Change vs previous 13F +11,082 shares

    0.05% of the 13F portfolio, value $6,312,251.

    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 79,690 shares
    Change vs previous 13F +14,050 shares

    0.05% of the 13F portfolio, value $5,783,022.

    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 65,640 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,509,783.

    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).