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Disclosery

AE Wealth Management LLC: DFSD position timeline

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

AE Wealth Management LLC held 12,092 DFSD 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 12,092 shares
    Change vs previous 13F +3,384 shares

    <0.01% of the 13F portfolio, value $577,412.

    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 8,708 shares
    Change vs previous 13F +719 shares

    <0.01% of the 13F portfolio, value $416,946.

    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 7,989 shares
    Change vs previous 13F +2,717 shares

    <0.01% of the 13F portfolio, value $383,073.

    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 5,272 shares
    Change vs previous 13F +1,513 shares

    <0.01% of the 13F portfolio, value $254,058.

    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 3,759 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $180,470.

    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 3,759 shares
    Change vs previous 13F -94 shares

    <0.01% of the 13F portfolio, value $178,628.

    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 3,853 shares
    Change vs previous 13F -342 shares

    <0.01% of the 13F portfolio, value $180,629.

    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 4,195 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $200,270.

    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).