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Disclosery

AE Wealth Management LLC: FAUG position timeline

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

AE Wealth Management LLC held 12,401 FAUG 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 12,401 shares
    Change vs previous 13F +294 shares

    <0.01% of the 13F portfolio, value $700,719.

    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 12,107 shares
    Change vs previous 13F -157 shares

    <0.01% of the 13F portfolio, value $626,937.

    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 12,264 shares
    Change vs previous 13F -703 shares

    <0.01% of the 13F portfolio, value $649,379.

    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 12,967 shares
    Change vs previous 13F -2,054 shares

    <0.01% of the 13F portfolio, value $673,117.

    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 15,021 shares
    Change vs previous 13F -5,882 shares

    0.01% of the 13F portfolio, value $736,480.

    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 20,903 shares
    Change vs previous 13F -16,979 shares

    0.01% of the 13F portfolio, value $950,811.

    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 37,882 shares
    Change vs previous 13F -9,059 shares

    0.01% of the 13F portfolio, value $1,763,028.

    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 46,941 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,147,551.

    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).