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AE Wealth Management LLC: FDFF position timeline

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

AE Wealth Management LLC held 34,264 FDFF 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 34,264 shares
    Change vs previous 13F +5,560 shares

    0.01% of the 13F portfolio, value $1,133,640.

    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 28,704 shares
    Change vs previous 13F +3,656 shares

    <0.01% of the 13F portfolio, value $897,598.

    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 25,048 shares
    Change vs previous 13F +4,824 shares

    0.01% of the 13F portfolio, value $892,227.

    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 20,224 shares
    Change vs previous 13F +10,260 shares

    <0.01% of the 13F portfolio, value $731,590.

    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 9,964 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $380,834.

    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).