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Disclosery

AE Wealth Management LLC: FDLS position timeline

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

AE Wealth Management LLC held 108,218 FDLS 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 108,218 shares
    Change vs previous 13F +15,312 shares

    0.02% of the 13F portfolio, value $4,574,360.

    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 92,906 shares
    Change vs previous 13F +35,353 shares

    0.02% of the 13F portfolio, value $3,431,943.

    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 57,553 shares
    Change vs previous 13F +21,892 shares

    0.01% of the 13F portfolio, value $2,056,940.

    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 35,661 shares
    Change vs previous 13F +9,336 shares

    0.01% of the 13F portfolio, value $1,245,268.

    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 26,325 shares
    Change vs previous 13F +4,258 shares

    0.01% of the 13F portfolio, value $835,667.

    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 22,067 shares
    Change vs previous 13F +7,476 shares

    0.01% of the 13F portfolio, value $621,248.

    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 14,591 shares
    Change vs previous 13F -1,259 shares

    <0.01% of the 13F portfolio, value $429,796.

    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 15,850 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $498,329.

    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).