Position in DINO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$424,510
+$151,808 QoQ
Shares Held
6,095
+39.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#396
of 686 holders
Holding Since
Sep 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DINO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026AE Wealth Management LLC holds $35,524,812 across 5 Oil & Gas Refining & Marketing names. DINO ranks #4 (1.2% of the industry book) .
All Filings in DINO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,510 | 6,095 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $272,702 | 4,371 | Shares | Other | 2026-05-13 | |
| 2024-12-31 | $331,599 | 9,461 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $349,825 | 7,849 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $585,562 | 10,978 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $342,232 | 5,669 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $487,071 | 8,765 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $520,567 | 9,144 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $246,157 | 5,088 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $258,152 | 4,975 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $246,210 | 4,573 | Shares | Sole | 2022-10-25 | |
| No filing history on record for this holder in this stock. | ||||||