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Disclosery

AE Wealth Management LLC: FDL position timeline

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

AE Wealth Management LLC held 52,261 FDL 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 52,261 shares
    Change vs previous 13F -91,232 shares

    0.01% of the 13F portfolio, value $2,543,044.

    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 143,493 shares
    Change vs previous 13F +98,189 shares

    0.04% of the 13F portfolio, value $7,289,485.

    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 45,304 shares
    Change vs previous 13F +2,934 shares

    0.01% of the 13F portfolio, value $2,008,790.

    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 42,370 shares
    Change vs previous 13F +3,885 shares

    0.01% of the 13F portfolio, value $1,839,287.

    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 38,485 shares
    Change vs previous 13F -131,500 shares

    0.01% of the 13F portfolio, value $1,611,368.

    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 169,985 shares
    Change vs previous 13F +130,545 shares

    0.06% of the 13F portfolio, value $7,384,152.

    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 39,440 shares
    Change vs previous 13F +1,778 shares

    0.01% of the 13F portfolio, value $1,587,841.

    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 37,662 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,579,923.

    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).