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Disclosery

AE Wealth Management LLC: FANG position timeline

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

AE Wealth Management LLC held 9,271 FANG 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 9,271 shares
    Change vs previous 13F +739 shares

    0.01% of the 13F portfolio, value $1,629,673.

    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 8,532 shares
    Change vs previous 13F +701 shares

    0.01% of the 13F portfolio, value $1,687,611.

    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 7,831 shares
    Change vs previous 13F -24,409 shares

    0.01% of the 13F portfolio, value $1,177,263.

    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 32,240 shares
    Change vs previous 13F +2,912 shares

    0.03% of the 13F portfolio, value $4,613,507.

    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 29,328 shares
    Change vs previous 13F +3,545 shares

    0.03% of the 13F portfolio, value $4,029,655.

    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 25,783 shares
    Change vs previous 13F +3,594 shares

    0.03% of the 13F portfolio, value $4,122,128.

    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 22,189 shares
    Change vs previous 13F +1,561 shares

    0.03% of the 13F portfolio, value $3,635,258.

    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 20,628 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,556,303.

    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).