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Disclosery

AE Wealth Management LLC: FDEC position timeline

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

AE Wealth Management LLC held 31,773 FDEC 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 31,773 shares
    Change vs previous 13F -564 shares

    0.01% of the 13F portfolio, value $1,730,589.

    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 32,337 shares
    Change vs previous 13F -766 shares

    0.01% of the 13F portfolio, value $1,607,796.

    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 33,103 shares
    Change vs previous 13F +940 shares

    0.01% of the 13F portfolio, value $1,694,304.

    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 32,163 shares
    Change vs previous 13F +88 shares

    0.01% of the 13F portfolio, value $1,583,706.

    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 32,075 shares
    Change vs previous 13F -19,395 shares

    0.01% of the 13F portfolio, value $1,496,828.

    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 51,470 shares
    Change vs previous 13F -2,185 shares

    0.02% of the 13F portfolio, value $2,234,014.

    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 53,655 shares
    Change vs previous 13F -862 shares

    0.02% of the 13F portfolio, value $2,391,672.

    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 54,517 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,386,803.

    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).