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Disclosery

AE Wealth Management LLC: DFEM position timeline

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

AE Wealth Management LLC held 5,347 DFEM 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 5,347 shares
    Change vs previous 13F -15,339 shares

    <0.01% of the 13F portfolio, value $217,299.

    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 20,686 shares
    Change vs previous 13F +17,164 shares

    <0.01% of the 13F portfolio, value $714,687.

    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 3,522 shares
    Change vs previous 13F +895 shares

    <0.01% of the 13F portfolio, value $116,508.

    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 2,627 shares
    Change vs previous 13F +2,456 shares

    <0.01% of the 13F portfolio, value $84,248.

    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 171 shares
    Change vs previous 13F -2,000 shares

    <0.01% of the 13F portfolio, value $5,075.

    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 2,171 shares
    Change vs previous 13F -384 shares

    <0.01% of the 13F portfolio, value $57,445.

    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 2,555 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $66,915.

    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).