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AE Wealth Management LLC: FDG position timeline

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

AE Wealth Management LLC held 28,205 FDG 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 28,205 shares
    Change vs previous 13F +4,436 shares

    0.02% of the 13F portfolio, value $3,754,037.

    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 23,769 shares
    Change vs previous 13F +3,014 shares

    0.01% of the 13F portfolio, value $2,710,854.

    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 20,755 shares
    Change vs previous 13F +8,370 shares

    0.02% of the 13F portfolio, value $2,632,670.

    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 12,385 shares
    Change vs previous 13F +3,766 shares

    0.01% of the 13F portfolio, value $1,491,621.

    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 8,619 shares
    Change vs previous 13F +2,701 shares

    0.01% of the 13F portfolio, value $941,693.

    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 5,918 shares
    Change vs previous 13F +2,773 shares

    <0.01% of the 13F portfolio, value $537,709.

    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 3,145 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $326,640.

    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).