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Disclosery

AE Wealth Management LLC: MRSH position timeline

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

AE Wealth Management LLC held 107,554 MRSH 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 107,554 shares
    Change vs previous 13F +7,094 shares

    0.08% of the 13F portfolio, value $17,925,870.

    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 100,460 shares
    Change vs previous 13F -212 shares

    0.09% of the 13F portfolio, value $17,424,837.

    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 100,672 shares
    Change vs previous 13F +94,410 shares

    0.11% of the 13F portfolio, value $18,676,597.

    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 6,262 shares
    Change vs previous 13F +2,303 shares

    0.01% of the 13F portfolio, value $1,262,017.

    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 3,959 shares
    Change vs previous 13F +446 shares

    0.01% of the 13F portfolio, value $865,710.

    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 3,513 shares
    Change vs previous 13F +506 shares

    0.01% of the 13F portfolio, value $857,287.

    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 3,007 shares
    Change vs previous 13F -180 shares

    0.01% of the 13F portfolio, value $638,764.

    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 3,187 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $711,067.

    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).