Position in R
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,392,165
+$418,372 QoQ
Shares Held
5,278
+11.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#239
of 578 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in R Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $4,538,560 across 5 Rental & Leasing Services names. R ranks #2 (30.7% of the industry book) .
All Filings in R
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,392,165 | 5,278 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $973,793 | 4,757 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $34,294,000 | 179,184 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $26,578,975 | 140,898 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $19,747,164 | 124,196 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $17,131,203 | 119,124 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $16,585,577 | 105,735 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $12,984,211 | 89,055 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $8,179,166 | 66,025 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $5,743,387 | 47,786 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $6,409,187 | 55,703 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,794,372 | 35,478 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,537,849 | 29,931 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,198,070 | 24,631 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,080,725 | 24,898 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,801,180 | 76,847 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,631,166 | 51,100 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,123,301 | 39,371 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,958,989 | 35,897 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,881,533 | 34,839 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||