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Disclosery

AE Wealth Management LLC: DFAC position timeline

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

AE Wealth Management LLC held 181,326 DFAC 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 181,326 shares
    Change vs previous 13F +9,332 shares

    0.04% of the 13F portfolio, value $8,043,599.

    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 171,994 shares
    Change vs previous 13F +32,765 shares

    0.04% of the 13F portfolio, value $6,683,682.

    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 139,229 shares
    Change vs previous 13F +20,315 shares

    0.03% of the 13F portfolio, value $5,512,072.

    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 118,914 shares
    Change vs previous 13F +26,905 shares

    0.03% of the 13F portfolio, value $4,586,483.

    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 92,009 shares
    Change vs previous 13F +19,906 shares

    0.02% of the 13F portfolio, value $3,297,634.

    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 72,103 shares
    Change vs previous 13F -4,292 shares

    0.02% of the 13F portfolio, value $2,378,664.

    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 76,395 shares
    Change vs previous 13F -31,232 shares

    0.02% of the 13F portfolio, value $2,642,494.

    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 107,627 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,690,547.

    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).