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AE Wealth Management LLC: MNST position timeline

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

AE Wealth Management LLC held 293,086 MNST 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 293,086 shares
    Change vs previous 13F +43,319 shares

    0.13% of the 13F portfolio, value $28,171,375.

    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 249,767 shares
    Change vs previous 13F +11,529 shares

    0.1% of the 13F portfolio, value $18,098,089.

    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 238,238 shares
    Change vs previous 13F +33,085 shares

    0.1% of the 13F portfolio, value $18,265,677.

    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 205,153 shares
    Change vs previous 13F +26,482 shares

    0.09% of the 13F portfolio, value $13,808,769.

    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 178,671 shares
    Change vs previous 13F +19,786 shares

    0.08% of the 13F portfolio, value $11,191,947.

    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 158,885 shares
    Change vs previous 13F +15,677 shares

    0.08% of the 13F portfolio, value $9,297,961.

    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 143,208 shares
    Change vs previous 13F +15,856 shares

    0.06% of the 13F portfolio, value $7,526,996.

    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 127,352 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,643,956.

    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).