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Disclosery

AE Wealth Management LLC: DFAX position timeline

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

AE Wealth Management LLC held 63,126 DFAX 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 63,126 shares
    Change vs previous 13F -465 shares

    0.01% of the 13F portfolio, value $2,325,577.

    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 63,591 shares
    Change vs previous 13F +3,195 shares

    0.01% of the 13F portfolio, value $2,160,198.

    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 60,396 shares
    Change vs previous 13F -379 shares

    0.01% of the 13F portfolio, value $1,976,759.

    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 60,775 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $1,907,130.

    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 60,773 shares
    Change vs previous 13F -3,199 shares

    0.01% of the 13F portfolio, value $1,784,890.

    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 63,972 shares
    Change vs previous 13F -7,350 shares

    0.01% of the 13F portfolio, value $1,676,057.

    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 71,322 shares
    Change vs previous 13F -1,663 shares

    0.02% of the 13F portfolio, value $1,773,048.

    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 72,985 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,971,338.

    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).