Skip to content
Disclosery

AE Wealth Management LLC: XME position timeline

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

AE Wealth Management LLC held 2,363 XME 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 2,363 shares
    Change vs previous 13F +534 shares

    <0.01% of the 13F portfolio, value $252,703.

    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 1,829 shares
    Change vs previous 13F -87,185 shares

    <0.01% of the 13F portfolio, value $197,561.

    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 89,014 shares
    Change vs previous 13F +15,574 shares

    0.05% of the 13F portfolio, value $9,222,768.

    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 73,440 shares
    Change vs previous 13F -37,854 shares

    0.04% of the 13F portfolio, value $6,843,827.

    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 111,294 shares
    Change vs previous 13F +109,343 shares

    0.05% of the 13F portfolio, value $7,481,188.

    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 1,951 shares
    Change vs previous 13F -412 shares

    <0.01% of the 13F portfolio, value $109,236.

    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 2,363 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $134,100.

    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).