Position in CMC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$405,167
+$28,741 QoQ
Shares Held
6,457
+5.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#310
of 520 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMC Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $3,414,169 across 4 Metal Fabrication names. CMC ranks #4 (11.9% of the industry book) .
All Filings in CMC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,167 | 6,457 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $376,426 | 6,128 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $380,698 | 5,500 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $260,098 | 4,541 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $214,555 | 4,387 | Shares | Other | 2025-08-06 | |
| 2024-12-31 | $229,444 | 4,626 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $221,327 | 4,025 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $507,205 | 10,136 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $439,057 | 8,886 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $495,214 | 9,404 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $443,669 | 9,073 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $280,767 | 5,813 | Shares | Sole | 2023-01-31 | |
| 2022-03-31 | $370,085 | 8,892 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $314,670 | 8,671 | Shares | Sole | 2022-01-20 | |
| 2021-03-31 | $259,857 | 8,426 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||