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AE Wealth Management LLC: FDLO position timeline

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

AE Wealth Management LLC held 215,183 FDLO 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 215,183 shares
    Change vs previous 13F +22,059 shares

    0.07% of the 13F portfolio, value $14,704,658.

    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 193,124 shares
    Change vs previous 13F +75,910 shares

    0.07% of the 13F portfolio, value $12,473,893.

    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 117,214 shares
    Change vs previous 13F +31,764 shares

    0.04% of the 13F portfolio, value $7,824,004.

    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 85,450 shares
    Change vs previous 13F +14,875 shares

    0.04% of the 13F portfolio, value $5,628,592.

    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 70,575 shares
    Change vs previous 13F -4,908 shares

    0.03% of the 13F portfolio, value $4,432,176.

    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 75,483 shares
    Change vs previous 13F +8,535 shares

    0.04% of the 13F portfolio, value $4,575,755.

    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 66,948 shares
    Change vs previous 13F +7,581 shares

    0.03% of the 13F portfolio, value $4,056,353.

    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 59,367 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,642,200.

    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).