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Disclosery

AE Wealth Management LLC: TMO position timeline

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

AE Wealth Management LLC held 4,866 TMO 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 4,866 shares
    Change vs previous 13F -484 shares

    0.01% of the 13F portfolio, value $2,439,584.

    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 5,350 shares
    Change vs previous 13F +93 shares

    0.01% of the 13F portfolio, value $2,629,873.

    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 5,257 shares
    Change vs previous 13F -63,724 shares

    0.02% of the 13F portfolio, value $3,046,701.

    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 68,981 shares
    Change vs previous 13F +5,334 shares

    0.21% of the 13F portfolio, value $33,457,854.

    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 63,647 shares
    Change vs previous 13F +2,702 shares

    0.19% of the 13F portfolio, value $25,806,524.

    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 60,945 shares
    Change vs previous 13F +956 shares

    0.26% of the 13F portfolio, value $30,325,461.

    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 59,989 shares
    Change vs previous 13F +4,426 shares

    0.26% of the 13F portfolio, value $31,207,154.

    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 55,563 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $34,370,106.

    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).