Skip to content
Disclosery

AE Wealth Management LLC: MDY position timeline

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

AE Wealth Management LLC held 1,002 MDY 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 1,002 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $704,442.

    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 1,084 shares
    Change vs previous 13F -395 shares

    <0.01% of the 13F portfolio, value $668,872.

    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 1,479 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $892,483.

    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 1,459 shares
    Change vs previous 13F +165 shares

    0.01% of the 13F portfolio, value $870,020.

    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 1,294 shares
    Change vs previous 13F -18 shares

    0.01% of the 13F portfolio, value $733,335.

    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 1,312 shares
    Change vs previous 13F -378 shares

    0.01% of the 13F portfolio, value $700,040.

    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 1,690 shares
    Change vs previous 13F -87 shares

    0.01% of the 13F portfolio, value $962,614.

    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 1,777 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,012,121.

    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).