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Disclosery

AE Wealth Management LLC: FDIS position timeline

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

AE Wealth Management LLC held 1,230,772 FDIS 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 1,230,772 shares
    Change vs previous 13F +127,753 shares

    0.59% of the 13F portfolio, value $126,572,941.

    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 1,103,019 shares
    Change vs previous 13F +136,414 shares

    0.56% of the 13F portfolio, value $102,867,485.

    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 966,605 shares
    Change vs previous 13F +203,947 shares

    0.57% of the 13F portfolio, value $98,748,466.

    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 762,658 shares
    Change vs previous 13F +82,744 shares

    0.5% of the 13F portfolio, value $78,455,023.

    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 679,914 shares
    Change vs previous 13F +29,346 shares

    0.47% of the 13F portfolio, value $63,959,309.

    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 650,568 shares
    Change vs previous 13F +68,068 shares

    0.46% of the 13F portfolio, value $54,979,530.

    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 582,500 shares
    Change vs previous 13F +87,814 shares

    0.48% of the 13F portfolio, value $56,770,591.

    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 494,686 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $43,750,016.

    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).