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Disclosery

AE Wealth Management LLC: FAPR position timeline

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

AE Wealth Management LLC held 9,634 FAPR 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 9,634 shares
    Change vs previous 13F +2,354 shares

    <0.01% of the 13F portfolio, value $450,294.

    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 7,280 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $326,914.

    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 7,278 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $323,289.

    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 7,328 shares
    Change vs previous 13F -690 shares

    <0.01% of the 13F portfolio, value $318,797.

    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 8,018 shares
    Change vs previous 13F -7,247 shares

    <0.01% of the 13F portfolio, value $338,279.

    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 15,265 shares
    Change vs previous 13F -3,689 shares

    0.01% of the 13F portfolio, value $624,186.

    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 18,954 shares
    Change vs previous 13F -4,813 shares

    0.01% of the 13F portfolio, value $782,611.

    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 23,767 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $960,900.

    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).