Position in AG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$226,788
-$97,645 QoQ
Shares Held
13,372
-11.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#233
of 346 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AG Over Time
Shares Held
Position Value (USD)
Position in Silver
Basic Materials · as of Jun 30, 2026AE Wealth Management LLC holds $226,788 across 1 Silver name. AG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AG |
First Majestic Silver Corp
This page
|
13,372 | $226,788 |
All Filings in AG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,788 | 13,372 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $324,433 | 15,104 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $212,381 | 25,681 | Shares | Sole | 2025-08-06 | |
| 2023-12-31 | $549,730 | 89,387 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $412,523 | 80,414 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $459,915 | 81,401 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $184,756 | 25,625 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $229,408 | 27,507 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $185,585 | 24,355 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $166,554 | 23,197 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $306,127 | 23,262 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $257,918 | 23,215 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $238,384 | 21,096 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $299,267 | 18,929 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $285,534 | 18,327 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||