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Disclosery

AE Wealth Management LLC: FALN position timeline

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

AE Wealth Management LLC held 31,691 FALN 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 31,691 shares
    Change vs previous 13F -4,419 shares

    <0.01% of the 13F portfolio, value $863,253.

    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 36,110 shares
    Change vs previous 13F -64,688 shares

    0.01% of the 13F portfolio, value $964,867.

    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 100,798 shares
    Change vs previous 13F +3,274 shares

    0.02% of the 13F portfolio, value $2,751,785.

    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 97,524 shares
    Change vs previous 13F +53,467 shares

    0.02% of the 13F portfolio, value $2,709,206.

    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 44,057 shares
    Change vs previous 13F +9,743 shares

    0.01% of the 13F portfolio, value $1,195,708.

    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 34,314 shares
    Change vs previous 13F -2,459 shares

    0.01% of the 13F portfolio, value $919,282.

    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 36,773 shares
    Change vs previous 13F +1,194 shares

    0.01% of the 13F portfolio, value $982,212.

    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 35,579 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $972,728.

    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).