AE Wealth Management LLC

Position in AME — Ametek Inc/

CIK 1697723 TOPEKA, KS

Position in AME

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$582,818

+$87,444 QoQ

Shares Held

2,409

+4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#748

of 1,193 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $201,926,188 across 23 Specialty Industrial Machinery names. AME ranks #14 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTS	Watts Water Technologies Inc	157,140	$61,512,421
2	GGG	Graco Inc	562,246	$42,511,387
3	DOV	DOVER Corp	115,322	$25,864,389
4	EMR	Emerson Electric Co	139,937	$20,031,944
5	GEV	GE Vernova Inc.	16,767	$19,698,853
6	PH	Parker-Hannifin Corp	9,881	$9,664,780
7	ETN	Eaton Corp plc	13,719	$5,845,915
8	SMR	NUSCALE POWER Corp	381,408	$3,825,521

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$582,818	2,409	+4.2%	Shares	Other	2026-08-03
2026-03-31	$495,374	2,311	+13.5%	Shares	Other	2026-05-13
2025-12-31	$418,004	2,036	+5.1%	Shares	Other	2026-01-26
2025-09-30	$364,344	1,938	+21.7%	Shares	Other	2025-11-03
2025-06-30	$288,083	1,592	+32.3%	Shares	Other	2025-08-06
2024-06-30	$200,548	1,203	-80.5%	Shares	Other	2024-08-12
2023-12-31	$1,018,525	6,177	+11.9%	Shares	Sole	2024-02-14
2023-09-30	$815,487	5,519	-47.6%	Shares	Sole	2023-10-11
2023-06-30	$1,703,948	10,526	+103.1%	Shares	Sole	2023-07-10
2023-03-31	$753,245	5,183	-55.9%	Shares	Sole	2023-04-14
2022-12-31	$1,643,107	11,760	+133.0%	Shares	Sole	2023-01-31
2022-09-30	$572,380	5,047	-3.4%	Shares	Sole	2022-10-25
2022-06-30	$573,845	5,222	-2.1%	Shares	Sole	2022-08-03
2022-03-31	$710,648	5,336	-56.4%	Shares	Sole	2022-04-18
2021-12-31	$1,801,240	12,250	—	Shares	Sole	2022-01-20
No filing history on record for this holder in this stock.