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AE Wealth Management LLC: MCK position timeline

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

AE Wealth Management LLC held 6,059 MCK 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 6,059 shares
    Change vs previous 13F -2,257 shares

    0.02% of the 13F portfolio, value $4,578,285.

    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 8,316 shares
    Change vs previous 13F +1,935 shares

    0.04% of the 13F portfolio, value $7,196,397.

    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 6,381 shares
    Change vs previous 13F +350 shares

    0.03% of the 13F portfolio, value $5,234,203.

    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 6,031 shares
    Change vs previous 13F +487 shares

    0.03% of the 13F portfolio, value $4,659,453.

    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 5,544 shares
    Change vs previous 13F -216 shares

    0.03% of the 13F portfolio, value $4,062,428.

    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 5,760 shares
    Change vs previous 13F +271 shares

    0.03% of the 13F portfolio, value $3,876,692.

    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 5,489 shares
    Change vs previous 13F -222 shares

    0.03% of the 13F portfolio, value $3,128,525.

    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 5,711 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,823,646.

    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).