AE Wealth Management LLC: RPM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on RPM, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 4,270 RPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 4,270 sharesChange vs previous 13F +259 shares
<0.01% of the 13F portfolio, value $474,779.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,011 sharesChange vs previous 13F +523 shares
<0.01% of the 13F portfolio, value $398,774.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,488 sharesChange vs previous 13F +985 shares
<0.01% of the 13F portfolio, value $362,824.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,503 sharesChange vs previous 13F -59 shares
<0.01% of the 13F portfolio, value $295,175.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,562 sharesChange vs previous 13F +188 shares
<0.01% of the 13F portfolio, value $281,569.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,374 sharesChange vs previous 13F -3,560 shares
<0.01% of the 13F portfolio, value $274,730.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,934 sharesChange vs previous 13F +3,048 shares
0.01% of the 13F portfolio, value $730,202.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,886 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $349,151.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).