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Disclosery

AE Wealth Management LLC: DFEB position timeline

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

AE Wealth Management LLC held 406 DFEB 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 406 shares
    Change vs previous 13F +251 shares

    <0.01% of the 13F portfolio, value $20,500.

    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 155 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,342.

    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 155 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $7,397.

    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 175 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $8,144.

    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 175 shares
    Change vs previous 13F -7,482 shares

    <0.01% of the 13F portfolio, value $7,813.

    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 7,657 shares
    Change vs previous 13F -55,035 shares

    <0.01% of the 13F portfolio, value $322,742.

    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 62,692 shares
    Change vs previous 13F -51,101 shares

    0.02% of the 13F portfolio, value $2,676,321.

    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 113,793 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,749,720.

    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).