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AE Wealth Management LLC: XMMO position timeline

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

AE Wealth Management LLC held 32,062 XMMO 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 32,062 shares
    Change vs previous 13F +5,329 shares

    0.03% of the 13F portfolio, value $5,454,946.

    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 26,733 shares
    Change vs previous 13F +2,354 shares

    0.02% of the 13F portfolio, value $3,876,795.

    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 24,379 shares
    Change vs previous 13F +1,758 shares

    0.02% of the 13F portfolio, value $3,375,479.

    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 22,621 shares
    Change vs previous 13F +1,432 shares

    0.02% of the 13F portfolio, value $3,059,003.

    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 21,189 shares
    Change vs previous 13F +1,682 shares

    0.02% of the 13F portfolio, value $2,725,501.

    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 19,507 shares
    Change vs previous 13F +10,664 shares

    0.02% of the 13F portfolio, value $2,219,082.

    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 8,843 shares
    Change vs previous 13F +6,558 shares

    0.01% of the 13F portfolio, value $1,092,360.

    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 2,285 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $274,935.

    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).