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Disclosery

AE Wealth Management LLC: MWA position timeline

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

AE Wealth Management LLC held 12,115 MWA 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 12,115 shares
    Change vs previous 13F +899 shares

    <0.01% of the 13F portfolio, value $312,979.

    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 11,216 shares
    Change vs previous 13F +1,103 shares

    <0.01% of the 13F portfolio, value $308,368.

    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 10,113 shares
    Change vs previous 13F +570 shares

    <0.01% of the 13F portfolio, value $240,895.

    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 9,543 shares
    Change vs previous 13F -3,928 shares

    <0.01% of the 13F portfolio, value $243,522.

    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 13,471 shares
    Change vs previous 13F -61 shares

    <0.01% of the 13F portfolio, value $323,881.

    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 13,532 shares
    Change vs previous 13F -258 shares

    <0.01% of the 13F portfolio, value $344,011.

    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 13,790 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $310,310.

    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).