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Disclosery

AE Wealth Management LLC: MKC position timeline

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

AE Wealth Management LLC held 17,467 MKC 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 17,467 shares
    Change vs previous 13F +6,461 shares

    <0.01% of the 13F portfolio, value $880,703.

    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 11,006 shares
    Change vs previous 13F +7,935 shares

    <0.01% of the 13F portfolio, value $555,147.

    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 3,071 shares
    Change vs previous 13F -11,611 shares

    <0.01% of the 13F portfolio, value $209,189.

    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 14,682 shares
    Change vs previous 13F +329 shares

    0.01% of the 13F portfolio, value $982,398.

    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 14,353 shares
    Change vs previous 13F -80,414 shares

    0.01% of the 13F portfolio, value $1,088,223.

    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 94,767 shares
    Change vs previous 13F +80,329 shares

    0.07% of the 13F portfolio, value $7,800,265.

    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 14,438 shares
    Change vs previous 13F -337 shares

    0.01% of the 13F portfolio, value $1,100,760.

    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 14,775 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,216,016.

    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).