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Disclosery

AE Wealth Management LLC: FEP position timeline

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

AE Wealth Management LLC held 23,516 FEP 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 23,516 shares
    Change vs previous 13F -2,282 shares

    0.01% of the 13F portfolio, value $1,341,601.

    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 25,798 shares
    Change vs previous 13F -1,516 shares

    0.01% of the 13F portfolio, value $1,408,804.

    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 27,314 shares
    Change vs previous 13F -2,827 shares

    0.01% of the 13F portfolio, value $1,468,242.

    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 30,141 shares
    Change vs previous 13F -2,312 shares

    0.01% of the 13F portfolio, value $1,542,743.

    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 32,453 shares
    Change vs previous 13F -10,614 shares

    0.01% of the 13F portfolio, value $1,551,254.

    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 43,067 shares
    Change vs previous 13F -3,338 shares

    0.01% of the 13F portfolio, value $1,758,442.

    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 46,405 shares
    Change vs previous 13F +41 shares

    0.01% of the 13F portfolio, value $1,661,989.

    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 46,364 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,805,401.

    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).