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Disclosery

AE Wealth Management LLC: NMZ position timeline

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

AE Wealth Management LLC held 172,917 NMZ 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 172,917 shares
    Change vs previous 13F +14,061 shares

    0.01% of the 13F portfolio, value $1,827,734.

    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 158,856 shares
    Change vs previous 13F +20,699 shares

    0.01% of the 13F portfolio, value $1,648,929.

    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 138,157 shares
    Change vs previous 13F -951 shares

    0.01% of the 13F portfolio, value $1,407,816.

    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 139,108 shares
    Change vs previous 13F +8,436 shares

    0.01% of the 13F portfolio, value $1,473,158.

    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 130,672 shares
    Change vs previous 13F +27,035 shares

    0.01% of the 13F portfolio, value $1,355,068.

    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 103,637 shares
    Change vs previous 13F +12,283 shares

    0.01% of the 13F portfolio, value $1,130,684.

    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 91,354 shares
    Change vs previous 13F +12,509 shares

    0.01% of the 13F portfolio, value $987,540.

    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 78,845 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $919,337.

    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).