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Disclosery

AE Wealth Management LLC: FAAR position timeline

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

AE Wealth Management LLC held 48,560 FAAR 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 48,560 shares
    Change vs previous 13F +2,831 shares

    0.01% of the 13F portfolio, value $1,535,464.

    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 45,729 shares
    Change vs previous 13F +25,177 shares

    0.01% of the 13F portfolio, value $1,543,242.

    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 20,552 shares
    Change vs previous 13F +1,292 shares

    <0.01% of the 13F portfolio, value $556,956.

    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 19,260 shares
    Change vs previous 13F +2,053 shares

    <0.01% of the 13F portfolio, value $586,948.

    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 17,207 shares
    Change vs previous 13F -9,257 shares

    <0.01% of the 13F portfolio, value $477,487.

    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 26,464 shares
    Change vs previous 13F -30,717 shares

    0.01% of the 13F portfolio, value $765,333.

    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 57,181 shares
    Change vs previous 13F +1,976 shares

    0.01% of the 13F portfolio, value $1,601,631.

    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 55,205 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,536,358.

    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).