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AE Wealth Management LLC: YMAG position timeline

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

AE Wealth Management LLC held 337,810 YMAG 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 337,810 shares
    Change vs previous 13F +32,397 shares

    0.02% of the 13F portfolio, value $3,881,437.

    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 305,413 shares
    Change vs previous 13F +32,038 shares

    0.02% of the 13F portfolio, value $3,649,684.

    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 273,375 shares
    Change vs previous 13F +21,396 shares

    0.02% of the 13F portfolio, value $3,890,131.

    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 251,979 shares
    Change vs previous 13F +27,049 shares

    0.03% of the 13F portfolio, value $3,958,594.

    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 224,930 shares
    Change vs previous 13F +25,550 shares

    0.03% of the 13F portfolio, value $3,430,180.

    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 199,380 shares
    Change vs previous 13F +13,344 shares

    0.03% of the 13F portfolio, value $2,976,745.

    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 186,036 shares
    Change vs previous 13F +17,161 shares

    0.03% of the 13F portfolio, value $3,581,202.

    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 168,875 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,284,620.

    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).