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Disclosery

AE Wealth Management LLC: F position timeline

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

AE Wealth Management LLC held 1,975,561 F 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 1,975,561 shares
    Change vs previous 13F -602,902 shares

    0.13% of the 13F portfolio, value $27,460,284.

    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 2,578,463 shares
    Change vs previous 13F +578,315 shares

    0.16% of the 13F portfolio, value $29,755,452.

    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 2,000,148 shares
    Change vs previous 13F -39,880 shares

    0.15% of the 13F portfolio, value $26,241,946.

    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 2,040,028 shares
    Change vs previous 13F +110,514 shares

    0.16% of the 13F portfolio, value $24,398,773.

    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 1,929,514 shares
    Change vs previous 13F +689,475 shares

    0.15% of the 13F portfolio, value $20,935,246.

    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 1,240,039 shares
    Change vs previous 13F -13,333 shares

    0.1% of the 13F portfolio, value $12,437,609.

    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 1,253,372 shares
    Change vs previous 13F +124,417 shares

    0.11% of the 13F portfolio, value $12,408,399.

    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 1,128,955 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,921,786.

    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).