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Disclosery

AE Wealth Management LLC: EUFN position timeline

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

AE Wealth Management LLC held 10,887 EUFN 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 10,887 shares
    Change vs previous 13F +172 shares

    <0.01% of the 13F portfolio, value $424,466.

    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 10,715 shares
    Change vs previous 13F +112 shares

    <0.01% of the 13F portfolio, value $373,409.

    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 10,603 shares
    Change vs previous 13F +1,154 shares

    <0.01% of the 13F portfolio, value $393,250.

    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 9,449 shares
    Change vs previous 13F +794 shares

    <0.01% of the 13F portfolio, value $324,450.

    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 8,655 shares
    Change vs previous 13F +1,706 shares

    <0.01% of the 13F portfolio, value $273,774.

    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 6,949 shares
    Change vs previous 13F +138 shares

    <0.01% of the 13F portfolio, value $197,991.

    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 6,811 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $158,701.

    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).