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AE Wealth Management LLC: AFLG position timeline

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

AE Wealth Management LLC held 74,653 AFLG 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 74,653 shares
    Change vs previous 13F -7,135 shares

    0.02% of the 13F portfolio, value $3,241,459.

    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 81,788 shares
    Change vs previous 13F +13,062 shares

    0.02% of the 13F portfolio, value $3,154,960.

    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 68,726 shares
    Change vs previous 13F -4,199 shares

    0.02% of the 13F portfolio, value $2,687,206.

    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 72,925 shares
    Change vs previous 13F -2,823 shares

    0.02% of the 13F portfolio, value $2,830,203.

    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 75,748 shares
    Change vs previous 13F -17,669 shares

    0.02% of the 13F portfolio, value $2,750,396.

    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 93,417 shares
    Change vs previous 13F +27,807 shares

    0.03% of the 13F portfolio, value $3,147,232.

    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 65,610 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,265,513.

    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).