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Disclosery

AE Wealth Management LLC: DFIC position timeline

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

AE Wealth Management LLC held 18,213 DFIC 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 18,213 shares
    Change vs previous 13F +1,969 shares

    <0.01% of the 13F portfolio, value $678,608.

    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 16,244 shares
    Change vs previous 13F +2,565 shares

    <0.01% of the 13F portfolio, value $577,159.

    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 13,679 shares
    Change vs previous 13F +1,882 shares

    <0.01% of the 13F portfolio, value $471,386.

    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 11,797 shares
    Change vs previous 13F +6,009 shares

    <0.01% of the 13F portfolio, value $386,831.

    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 5,788 shares
    Change vs previous 13F +588 shares

    <0.01% of the 13F portfolio, value $179,956.

    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 5,200 shares
    Change vs previous 13F -927 shares

    <0.01% of the 13F portfolio, value $144,410.

    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 6,127 shares
    Change vs previous 13F -13,670 shares

    <0.01% of the 13F portfolio, value $158,358.

    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 19,797 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $557,094.

    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).