Position in STLD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$812,050
+$165,850 QoQ
Shares Held
3,539
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#523
of 1,017 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STLD 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. STLD ranks #2 (31.2% of the industry book) .
All Filings in STLD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $812,050 | 3,539 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $646,200 | 3,590 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $591,884 | 3,493 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $479,913 | 3,442 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $452,126 | 3,532 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $285,929 | 2,286 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $243,422 | 2,134 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $249,509 | 1,979 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $200,077 | 1,545 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $238,054 | 1,606 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,045,278 | 34,253 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,878,361 | 36,172 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $3,913,418 | 35,926 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $3,276,591 | 28,981 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,974,574 | 30,446 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,030,447 | 28,618 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,825,740 | 27,600 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,029,101 | 24,321 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,537,784 | 24,775 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,244,454 | 21,280 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,183,477 | 19,857 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,298,643 | 25,584 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $901,766 | 24,458 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $764,535 | 26,704 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $748,339 | 28,683 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $634,478 | 28,149 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||