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Disclosery

AE Wealth Management LLC: DFAT position timeline

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

AE Wealth Management LLC held 454,658 DFAT 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 454,658 shares
    Change vs previous 13F +14,086 shares

    0.15% of the 13F portfolio, value $31,780,713.

    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 440,572 shares
    Change vs previous 13F +13,208 shares

    0.15% of the 13F portfolio, value $27,513,672.

    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 427,364 shares
    Change vs previous 13F -17,282 shares

    0.15% of the 13F portfolio, value $25,445,240.

    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 444,646 shares
    Change vs previous 13F -21,129 shares

    0.16% of the 13F portfolio, value $25,882,914.

    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 465,775 shares
    Change vs previous 13F +68,221 shares

    0.18% of the 13F portfolio, value $25,133,232.

    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 397,554 shares
    Change vs previous 13F +37,430 shares

    0.17% of the 13F portfolio, value $20,469,986.

    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 360,124 shares
    Change vs previous 13F +35,543 shares

    0.17% of the 13F portfolio, value $20,044,525.

    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 324,581 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $18,056,456.

    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).