Skip to content
Disclosery

AE Wealth Management LLC: UMAY position timeline

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

AE Wealth Management LLC held 8,976 UMAY 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 8,976 shares
    Change vs previous 13F +305 shares

    <0.01% of the 13F portfolio, value $341,110.

    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 8,671 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $319,244.

    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 8,676 shares
    Change vs previous 13F -6,594 shares

    <0.01% of the 13F portfolio, value $317,320.

    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 15,270 shares
    Change vs previous 13F -134 shares

    <0.01% of the 13F portfolio, value $547,735.

    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 15,404 shares
    Change vs previous 13F +170 shares

    <0.01% of the 13F portfolio, value $535,443.

    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 15,234 shares
    Change vs previous 13F -935 shares

    <0.01% of the 13F portfolio, value $510,001.

    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 16,169 shares
    Change vs previous 13F -106 shares

    <0.01% of the 13F portfolio, value $543,586.

    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 16,275 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $537,046.

    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).