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AE Wealth Management LLC: FE position timeline

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

AE Wealth Management LLC held 49,183 FE 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 49,183 shares
    Change vs previous 13F -414,104 shares

    0.01% of the 13F portfolio, value $2,338,119.

    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 463,287 shares
    Change vs previous 13F +82,290 shares

    0.13% of the 13F portfolio, value $23,470,162.

    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 380,997 shares
    Change vs previous 13F +6,588 shares

    0.1% of the 13F portfolio, value $17,057,180.

    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 374,409 shares
    Change vs previous 13F +27,603 shares

    0.11% of the 13F portfolio, value $17,155,415.

    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 346,806 shares
    Change vs previous 13F +26,520 shares

    0.1% of the 13F portfolio, value $13,962,464.

    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 320,286 shares
    Change vs previous 13F +59,541 shares

    0.11% of the 13F portfolio, value $12,945,920.

    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 260,745 shares
    Change vs previous 13F +17,899 shares

    0.09% of the 13F portfolio, value $10,372,446.

    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 242,846 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,770,175.

    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).