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AE Wealth Management LLC: FAST position timeline

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

AE Wealth Management LLC held 13,162 FAST 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 13,162 shares
    Change vs previous 13F -372 shares

    <0.01% of the 13F portfolio, value $632,211.

    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 13,534 shares
    Change vs previous 13F +1,479 shares

    <0.01% of the 13F portfolio, value $627,986.

    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 12,055 shares
    Change vs previous 13F +878 shares

    <0.01% of the 13F portfolio, value $483,819.

    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 11,177 shares
    Change vs previous 13F +3,100 shares

    <0.01% of the 13F portfolio, value $548,163.

    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 8,077 shares
    Change vs previous 13F -47,178 shares

    <0.01% of the 13F portfolio, value $339,268.

    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 55,255 shares
    Change vs previous 13F +939 shares

    0.04% of the 13F portfolio, value $4,285,005.

    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 54,316 shares
    Change vs previous 13F +846 shares

    0.03% of the 13F portfolio, value $3,905,870.

    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 53,470 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,818,850.

    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).