AE Wealth Management LLC: FCOM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on FCOM, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 120,581 FCOM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 120,581 sharesChange vs previous 13F +12,688 shares
0.04% of the 13F portfolio, value $8,377,954.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 107,893 sharesChange vs previous 13F +7,124 shares
0.04% of the 13F portfolio, value $7,349,665.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 100,769 sharesChange vs previous 13F +6,010 shares
0.04% of the 13F portfolio, value $7,384,342.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 94,759 sharesChange vs previous 13F -24,998 shares
0.04% of the 13F portfolio, value $6,725,173.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 119,757 sharesChange vs previous 13F +8,122 shares
0.06% of the 13F portfolio, value $7,761,476.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 111,635 sharesChange vs previous 13F -714 shares
0.05% of the 13F portfolio, value $6,280,641.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 112,349 sharesChange vs previous 13F +14,648 shares
0.06% of the 13F portfolio, value $6,594,950.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 97,701 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $5,381,489.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).