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AE Wealth Management LLC: TMAT position timeline

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

AE Wealth Management LLC held 403 TMAT 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 403 shares
    Change vs previous 13F -137 shares

    <0.01% of the 13F portfolio, value $12,667.

    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 540 shares
    Change vs previous 13F -34 shares

    <0.01% of the 13F portfolio, value $12,523.

    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 574 shares
    Change vs previous 13F -448 shares

    <0.01% of the 13F portfolio, value $14,356.

    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 1,022 shares
    Change vs previous 13F +582 shares

    <0.01% of the 13F portfolio, value $27,660.

    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 440 shares
    Change vs previous 13F +60 shares

    <0.01% of the 13F portfolio, value $10,274.

    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 380 shares
    Change vs previous 13F -76 shares

    <0.01% of the 13F portfolio, value $6,719.

    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 456 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,501.

    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).