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AE Wealth Management LLC: DFAU position timeline

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

AE Wealth Management LLC held 2,402,356 DFAU 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 2,402,356 shares
    Change vs previous 13F +66,618 shares

    0.58% of the 13F portfolio, value $124,177,711.

    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 2,335,738 shares
    Change vs previous 13F +78,560 shares

    0.57% of the 13F portfolio, value $105,388,516.

    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 2,257,178 shares
    Change vs previous 13F -129,560 shares

    0.61% of the 13F portfolio, value $105,635,948.

    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 2,386,738 shares
    Change vs previous 13F -125,086 shares

    0.7% of the 13F portfolio, value $109,217,143.

    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 2,511,824 shares
    Change vs previous 13F +303,484 shares

    0.78% of the 13F portfolio, value $106,400,838.

    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 2,208,340 shares
    Change vs previous 13F +193,719 shares

    0.71% of the 13F portfolio, value $84,888,622.

    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 2,014,621 shares
    Change vs previous 13F +177,672 shares

    0.69% of the 13F portfolio, value $81,571,988.

    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 1,836,949 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $72,908,522.

    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).