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Disclosery

GEM Asset Management, LLC: AEE position timeline

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

GEM Asset Management, LLC held 5,016 AEE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,016 shares
    Change vs previous 13F +9 shares

    0.22% of the 13F portfolio, value $567,058.

    13F-HR 0000905729-26-000138 filed by GEM Asset 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 5,007 shares
    Change vs previous 13F +10 shares

    0.24% of the 13F portfolio, value $550,352.

    13F-HR 0000905729-26-000081 filed by GEM Asset 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 4,997 shares
    Change vs previous 13F +10 shares

    0.22% of the 13F portfolio, value $495,039.

    13F-HR 0000905729-26-000015 filed by GEM Asset 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 4,987 shares
    Change vs previous 13F +10 shares

    0.25% of the 13F portfolio, value $521,655.

    13F-HR 0000905729-25-000175 filed by GEM Asset 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 4,977 shares
    Change vs previous 13F +11 shares

    0.24% of the 13F portfolio, value $477,436.

    13F-HR 0000905729-25-000118 filed by GEM Asset 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 4,966 shares
    Change vs previous 13F +10 shares

    0.28% of the 13F portfolio, value $499,962.

    13F-HR 0000905729-25-000074 filed by GEM Asset 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 4,956 shares
    Change vs previous 13F +10 shares

    0.25% of the 13F portfolio, value $441,817.

    13F-HR 0000905729-25-000019 filed by GEM Asset 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 4,946 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $430,994.

    13F-HR 0000905729-24-000157 filed by GEM Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).