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Disclosery

AE Wealth Management LLC: MPC position timeline

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

AE Wealth Management LLC held 10,822 MPC 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 10,822 shares
    Change vs previous 13F +1,615 shares

    0.01% of the 13F portfolio, value $2,767,071.

    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 9,207 shares
    Change vs previous 13F -65 shares

    0.01% of the 13F portfolio, value $2,248,111.

    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 9,272 shares
    Change vs previous 13F -703 shares

    0.01% of the 13F portfolio, value $1,507,970.

    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 9,975 shares
    Change vs previous 13F -719 shares

    0.01% of the 13F portfolio, value $1,922,729.

    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 10,694 shares
    Change vs previous 13F -1,458 shares

    0.01% of the 13F portfolio, value $1,776,182.

    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 12,152 shares
    Change vs previous 13F -12,520 shares

    0.01% of the 13F portfolio, value $1,770,277.

    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 24,672 shares
    Change vs previous 13F -7,805 shares

    0.03% of the 13F portfolio, value $3,441,690.

    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 32,477 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,290,870.

    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).