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Disclosery

AE Wealth Management LLC: MLI position timeline

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

AE Wealth Management LLC held 13,213 MLI 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 13,213 shares
    Change vs previous 13F -3,067 shares

    0.01% of the 13F portfolio, value $1,624,514.

    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 16,280 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $1,803,984.

    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 16,271 shares
    Change vs previous 13F -4,770 shares

    0.01% of the 13F portfolio, value $1,867,989.

    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 21,041 shares
    Change vs previous 13F +246 shares

    0.01% of the 13F portfolio, value $2,127,569.

    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 20,795 shares
    Change vs previous 13F +1,949 shares

    0.01% of the 13F portfolio, value $1,652,691.

    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 18,846 shares
    Change vs previous 13F +12,539 shares

    0.01% of the 13F portfolio, value $1,435,055.

    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 6,307 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $500,533.

    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).