Position in RS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$433,746
+$106,732 QoQ
Shares Held
1,161
+7.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#434
of 681 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026AE Wealth Management LLC holds $2,601,951 across 4 Steel names. RS ranks #3 (16.7% of the industry book) .
All Filings in RS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,746 | 1,161 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $327,014 | 1,076 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $316,022 | 1,094 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $736,887 | 2,624 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $536,759 | 1,710 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $524,075 | 1,815 | Shares | Other | 2025-05-06 | |
| 2023-12-31 | $558,800 | 1,998 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $387,838 | 1,479 | Shares | Sole | 2023-10-11 | |
| 2022-12-31 | $227,340 | 1,123 | Shares | Sole | 2023-01-31 | |
| 2022-03-31 | $790,971 | 4,314 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||