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AE Wealth Management LLC: MINT position timeline

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

AE Wealth Management LLC held 1,141,965 MINT 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 1,141,965 shares
    Change vs previous 13F +137,632 shares

    0.54% of the 13F portfolio, value $115,121,637.

    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 1,004,333 shares
    Change vs previous 13F +43,816 shares

    0.55% of the 13F portfolio, value $101,005,802.

    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 960,517 shares
    Change vs previous 13F +36,468 shares

    0.55% of the 13F portfolio, value $96,378,272.

    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 924,049 shares
    Change vs previous 13F +73,467 shares

    0.59% of the 13F portfolio, value $93,042,508.

    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 850,582 shares
    Change vs previous 13F +127,374 shares

    0.63% of the 13F portfolio, value $85,513,046.

    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 723,208 shares
    Change vs previous 13F +116,722 shares

    0.61% of the 13F portfolio, value $72,768,957.

    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 606,486 shares
    Change vs previous 13F +151,246 shares

    0.52% of the 13F portfolio, value $60,854,796.

    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 455,240 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $45,837,996.

    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).