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New Mountain Finance Corp shares owned by AE Wealth Management

Quarter-by-quarter ownership of New Mountain Finance Corp (NMFC) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in New Mountain Finance Corp

Tip: Access up to 7 years of quarterly data

All positions including New Mountain Finance Corp held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New Mountain Finance Corp by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $105k 11k 9.64
2025-06-30 $115k 11k 10.55
2025-03-31 $120k 11k 11.03
2024-12-31 $126k 11k 11.26