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AE Wealth Management LLC: DFCF position timeline

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

AE Wealth Management LLC held 538,163 DFCF 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 538,163 shares
    Change vs previous 13F +4,753 shares

    0.11% of the 13F portfolio, value $22,715,897.

    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 533,410 shares
    Change vs previous 13F +14,909 shares

    0.12% of the 13F portfolio, value $22,520,636.

    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 518,501 shares
    Change vs previous 13F -8,315 shares

    0.13% of the 13F portfolio, value $22,067,331.

    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 526,816 shares
    Change vs previous 13F -94,182 shares

    0.14% of the 13F portfolio, value $22,526,698.

    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 620,998 shares
    Change vs previous 13F +113,022 shares

    0.19% of the 13F portfolio, value $26,243,402.

    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 507,976 shares
    Change vs previous 13F +26,027 shares

    0.18% of the 13F portfolio, value $21,365,460.

    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 481,949 shares
    Change vs previous 13F +37,883 shares

    0.17% of the 13F portfolio, value $19,890,077.

    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 444,066 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $19,179,206.

    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).