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AE Wealth Management LLC: FDCF position timeline

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

AE Wealth Management LLC held 31,464 FDCF 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 31,464 shares
    Change vs previous 13F -143 shares

    0.01% of the 13F portfolio, value $1,571,921.

    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 31,607 shares
    Change vs previous 13F +4,418 shares

    0.01% of the 13F portfolio, value $1,360,505.

    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 27,189 shares
    Change vs previous 13F +6,072 shares

    0.01% of the 13F portfolio, value $1,307,070.

    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 21,117 shares
    Change vs previous 13F +10,838 shares

    0.01% of the 13F portfolio, value $1,046,272.

    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 10,279 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $456,785.

    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).