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Disclosery

AE Wealth Management LLC: PMAY position timeline

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

AE Wealth Management LLC held 56,783 PMAY 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 56,783 shares
    Change vs previous 13F +215 shares

    0.01% of the 13F portfolio, value $2,345,138.

    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 56,568 shares
    Change vs previous 13F -17,758 shares

    0.01% of the 13F portfolio, value $2,259,326.

    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 74,326 shares
    Change vs previous 13F -3,937 shares

    0.02% of the 13F portfolio, value $2,942,566.

    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 78,263 shares
    Change vs previous 13F -8,340 shares

    0.02% of the 13F portfolio, value $3,044,039.

    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 86,603 shares
    Change vs previous 13F -70,797 shares

    0.02% of the 13F portfolio, value $3,272,571.

    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 157,400 shares
    Change vs previous 13F -5,688 shares

    0.05% of the 13F portfolio, value $5,634,920.

    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 163,088 shares
    Change vs previous 13F -16,293 shares

    0.05% of the 13F portfolio, value $5,856,066.

    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 179,381 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,322,050.

    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).