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AE Wealth Management LLC: REM position timeline

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

AE Wealth Management LLC held 23,448 REM 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 23,448 shares
    Change vs previous 13F +5,821 shares

    <0.01% of the 13F portfolio, value $517,025.

    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 17,627 shares
    Change vs previous 13F -5,895 shares

    <0.01% of the 13F portfolio, value $378,439.

    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 23,522 shares
    Change vs previous 13F -420 shares

    <0.01% of the 13F portfolio, value $521,713.

    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 23,942 shares
    Change vs previous 13F -5,483 shares

    <0.01% of the 13F portfolio, value $526,018.

    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 29,425 shares
    Change vs previous 13F +840 shares

    <0.01% of the 13F portfolio, value $629,108.

    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 28,585 shares
    Change vs previous 13F -1,716 shares

    0.01% of the 13F portfolio, value $641,446.

    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 30,301 shares
    Change vs previous 13F +219 shares

    0.01% of the 13F portfolio, value $646,916.

    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 30,082 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $713,838.

    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).