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AE Wealth Management LLC: EFA position timeline

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

AE Wealth Management LLC held 12,176 EFA 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 12,176 shares
    Change vs previous 13F -3,916 shares

    0.01% of the 13F portfolio, value $1,264,921.

    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 16,092 shares
    Change vs previous 13F -14,354 shares

    0.01% of the 13F portfolio, value $1,562,986.

    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 30,446 shares
    Change vs previous 13F -2,827 shares

    0.02% of the 13F portfolio, value $2,923,790.

    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 33,273 shares
    Change vs previous 13F -13,467 shares

    0.02% of the 13F portfolio, value $3,106,708.

    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 46,740 shares
    Change vs previous 13F +39,221 shares

    0.03% of the 13F portfolio, value $4,178,111.

    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 7,519 shares
    Change vs previous 13F -430 shares

    0.01% of the 13F portfolio, value $614,542.

    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 7,949 shares
    Change vs previous 13F -86,998 shares

    0.01% of the 13F portfolio, value $601,035.

    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 94,947 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,940,423.

    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).