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AE Wealth Management LLC: MLN position timeline

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

AE Wealth Management LLC held 108,628 MLN 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 108,628 shares
    Change vs previous 13F -25,382 shares

    0.01% of the 13F portfolio, value $1,931,399.

    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 134,010 shares
    Change vs previous 13F -14,039 shares

    0.01% of the 13F portfolio, value $2,337,126.

    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 148,049 shares
    Change vs previous 13F +4,397 shares

    0.01% of the 13F portfolio, value $2,595,446.

    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 143,652 shares
    Change vs previous 13F -5,021 shares

    0.02% of the 13F portfolio, value $2,511,034.

    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 148,673 shares
    Change vs previous 13F +8,156 shares

    0.02% of the 13F portfolio, value $2,511,081.

    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 140,517 shares
    Change vs previous 13F +3,898 shares

    0.02% of the 13F portfolio, value $2,443,584.

    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 136,619 shares
    Change vs previous 13F +1,918 shares

    0.02% of the 13F portfolio, value $2,442,748.

    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 134,701 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,465,034.

    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).