Position in MMS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$378,134
-$72,539 QoQ
Shares Held
7,034
+0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 351 holders
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MMS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $3,636,650 across 5 Specialty Business Services names. MMS ranks #3 (10.4% of the industry book) .
All Filings in MMS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,134 | 7,034 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $450,673 | 7,031 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $587,480 | 6,806 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $345,461 | 3,781 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $266,822 | 3,801 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $278,616 | 4,086 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $347,259 | 4,652 | Shares | Other | 2025-02-13 | |
| 2022-03-31 | $445,652 | 5,946 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $539,365 | 6,770 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $695,468 | 8,359 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $504,068 | 5,730 | Shares | Sole | 2021-07-21 | |
| 2020-06-30 | $576,421 | 8,182 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||