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Disclosery

AE Wealth Management LLC: OMC position timeline

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

AE Wealth Management LLC held 339,027 OMC 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 339,027 shares
    Change vs previous 13F -12,953 shares

    0.12% of the 13F portfolio, value $24,691,307.

    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 351,980 shares
    Change vs previous 13F +36,505 shares

    0.14% of the 13F portfolio, value $26,507,430.

    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 315,475 shares
    Change vs previous 13F +25,294 shares

    0.15% of the 13F portfolio, value $25,474,709.

    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 290,181 shares
    Change vs previous 13F +20,146 shares

    0.15% of the 13F portfolio, value $23,658,518.

    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 270,035 shares
    Change vs previous 13F +45,032 shares

    0.14% of the 13F portfolio, value $19,426,207.

    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 225,003 shares
    Change vs previous 13F +26,190 shares

    0.16% of the 13F portfolio, value $18,655,099.

    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 198,813 shares
    Change vs previous 13F +16,209 shares

    0.15% of the 13F portfolio, value $17,105,849.

    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 182,604 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $18,879,413.

    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).