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AE Wealth Management LLC: MPT position timeline

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

AE Wealth Management LLC held 64,097 MPT 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 64,097 shares
    Change vs previous 13F +25,211 shares

    <0.01% of the 13F portfolio, value $296,128.

    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 38,886 shares
    Change vs previous 13F +18,090 shares

    <0.01% of the 13F portfolio, value $180,041.

    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 20,796 shares
    Change vs previous 13F -5,365 shares

    <0.01% of the 13F portfolio, value $103,981.

    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 26,161 shares
    Change vs previous 13F -17,752 shares

    <0.01% of the 13F portfolio, value $132,635.

    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 43,913 shares
    Change vs previous 13F +11,765 shares

    <0.01% of the 13F portfolio, value $189,267.

    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 32,148 shares
    Change vs previous 13F -5,452 shares

    <0.01% of the 13F portfolio, value $193,854.

    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 37,600 shares
    Change vs previous 13F +9,524 shares

    <0.01% of the 13F portfolio, value $148,520.

    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 28,076 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $164,242.

    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).