Skip to content
Disclosery

AE Wealth Management LLC: FENY position timeline

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

AE Wealth Management LLC held 16,927 FENY 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 16,927 shares
    Change vs previous 13F -316,106 shares

    <0.01% of the 13F portfolio, value $500,369.

    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 333,033 shares
    Change vs previous 13F +196,849 shares

    0.06% of the 13F portfolio, value $11,329,796.

    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 136,184 shares
    Change vs previous 13F +16,631 shares

    0.02% of the 13F portfolio, value $3,373,278.

    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 119,553 shares
    Change vs previous 13F +11,733 shares

    0.02% of the 13F portfolio, value $2,955,348.

    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 107,820 shares
    Change vs previous 13F +11,605 shares

    0.02% of the 13F portfolio, value $2,528,397.

    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 96,215 shares
    Change vs previous 13F +92,758 shares

    0.02% of the 13F portfolio, value $2,458,298.

    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 3,457 shares
    Change vs previous 13F -99,888 shares

    <0.01% of the 13F portfolio, value $82,418.

    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 103,345 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,488,561.

    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).