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Disclosery

AE Wealth Management LLC: WMT position timeline

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

AE Wealth Management LLC held 1,033,858 WMT 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 1,033,858 shares
    Change vs previous 13F +129,051 shares

    0.55% of the 13F portfolio, value $117,095,206.

    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 904,807 shares
    Change vs previous 13F +33,230 shares

    0.61% of the 13F portfolio, value $112,449,722.

    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 871,577 shares
    Change vs previous 13F +315,046 shares

    0.56% of the 13F portfolio, value $97,102,415.

    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 556,531 shares
    Change vs previous 13F +82,909 shares

    0.37% of the 13F portfolio, value $57,356,282.

    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 473,622 shares
    Change vs previous 13F +254,049 shares

    0.34% of the 13F portfolio, value $46,310,851.

    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 219,573 shares
    Change vs previous 13F +30,412 shares

    0.16% of the 13F portfolio, value $19,276,230.

    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 189,161 shares
    Change vs previous 13F -8,842 shares

    0.14% of the 13F portfolio, value $17,090,653.

    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 198,003 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $15,988,707.

    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).