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AE Wealth Management LLC: MO position timeline

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

AE Wealth Management LLC held 687,185 MO 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 687,185 shares
    Change vs previous 13F +215,817 shares

    0.23% of the 13F portfolio, value $49,442,895.

    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 471,368 shares
    Change vs previous 13F -170,647 shares

    0.17% of the 13F portfolio, value $31,105,523.

    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 642,015 shares
    Change vs previous 13F -18,864 shares

    0.21% of the 13F portfolio, value $37,018,449.

    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 660,879 shares
    Change vs previous 13F +16,311 shares

    0.28% of the 13F portfolio, value $43,657,756.

    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 644,568 shares
    Change vs previous 13F -25,391 shares

    0.28% of the 13F portfolio, value $37,791,179.

    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 669,959 shares
    Change vs previous 13F +60,453 shares

    0.34% of the 13F portfolio, value $40,211,011.

    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 609,506 shares
    Change vs previous 13F +25,154 shares

    0.27% of the 13F portfolio, value $31,871,066.

    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 584,352 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $29,825,302.

    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).