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AE Wealth Management LLC: MU position timeline

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

AE Wealth Management LLC held 254,095 MU 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 254,095 shares
    Change vs previous 13F -22,437 shares

    1.37% of the 13F portfolio, value $293,301,464.

    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 276,532 shares
    Change vs previous 13F -44,702 shares

    0.51% of the 13F portfolio, value $93,424,099.

    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 321,234 shares
    Change vs previous 13F -35,416 shares

    0.53% of the 13F portfolio, value $91,684,045.

    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 356,650 shares
    Change vs previous 13F +20,456 shares

    0.38% of the 13F portfolio, value $59,674,526.

    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 336,194 shares
    Change vs previous 13F +19,999 shares

    0.3% of the 13F portfolio, value $41,435,765.

    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 316,195 shares
    Change vs previous 13F +31,592 shares

    0.23% of the 13F portfolio, value $27,474,237.

    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 284,603 shares
    Change vs previous 13F +30,938 shares

    0.2% of the 13F portfolio, value $23,952,173.

    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 253,665 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $26,307,543.

    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).