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AE Wealth Management LLC: PM position timeline

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

AE Wealth Management LLC held 502,556 PM 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 502,556 shares
    Change vs previous 13F -150,643 shares

    0.42% of the 13F portfolio, value $90,917,954.

    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 653,199 shares
    Change vs previous 13F +128,152 shares

    0.58% of the 13F portfolio, value $108,000,078.

    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 525,047 shares
    Change vs previous 13F +189,009 shares

    0.48% of the 13F portfolio, value $84,217,719.

    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 336,038 shares
    Change vs previous 13F +14,132 shares

    0.35% of the 13F portfolio, value $54,505,142.

    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 321,906 shares
    Change vs previous 13F +7,543 shares

    0.43% of the 13F portfolio, value $58,629,026.

    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 314,363 shares
    Change vs previous 13F +37,978 shares

    0.42% of the 13F portfolio, value $49,899,177.

    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 276,385 shares
    Change vs previous 13F +26,014 shares

    0.28% of the 13F portfolio, value $33,262,841.

    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 250,371 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $30,395,101.

    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).