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Disclosery

AE Wealth Management LLC: EFX position timeline

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

AE Wealth Management LLC held 4,295 EFX 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 4,295 shares
    Change vs previous 13F +242 shares

    <0.01% of the 13F portfolio, value $681,586.

    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 4,053 shares
    Change vs previous 13F +628 shares

    <0.01% of the 13F portfolio, value $729,733.

    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 3,425 shares
    Change vs previous 13F -320 shares

    <0.01% of the 13F portfolio, value $743,117.

    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 3,745 shares
    Change vs previous 13F +691 shares

    0.01% of the 13F portfolio, value $960,741.

    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 3,054 shares
    Change vs previous 13F +357 shares

    0.01% of the 13F portfolio, value $792,150.

    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 2,697 shares
    Change vs previous 13F -223 shares

    0.01% of the 13F portfolio, value $656,771.

    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 2,920 shares
    Change vs previous 13F -117 shares

    0.01% of the 13F portfolio, value $744,093.

    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 3,037 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $892,498.

    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).