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Disclosery

AE Wealth Management LLC: AFL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on AFL, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 16,789 AFL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,789 shares
    Change vs previous 13F -73 shares

    0.01% of the 13F portfolio, value $1,968,569.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,862 shares
    Change vs previous 13F -1,042 shares

    0.01% of the 13F portfolio, value $1,849,980.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,904 shares
    Change vs previous 13F -271,490 shares

    0.01% of the 13F portfolio, value $1,974,282.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 289,394 shares
    Change vs previous 13F -8,739 shares

    0.21% of the 13F portfolio, value $32,325,079.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 298,133 shares
    Change vs previous 13F +13,114 shares

    0.23% of the 13F portfolio, value $31,441,026.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 285,019 shares
    Change vs previous 13F +3,011 shares

    0.27% of the 13F portfolio, value $31,691,260.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 282,008 shares
    Change vs previous 13F +12,869 shares

    0.25% of the 13F portfolio, value $29,170,730.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 269,139 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $30,089,817.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).