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Disclosery

AE Wealth Management LLC: FEX position timeline

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

AE Wealth Management LLC held 10,187 FEX 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 10,187 shares
    Change vs previous 13F -228 shares

    0.01% of the 13F portfolio, value $1,424,823.

    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 10,415 shares
    Change vs previous 13F -1,329 shares

    0.01% of the 13F portfolio, value $1,269,842.

    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 11,744 shares
    Change vs previous 13F +200 shares

    0.01% of the 13F portfolio, value $1,392,994.

    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 11,544 shares
    Change vs previous 13F -1,637 shares

    0.01% of the 13F portfolio, value $1,348,548.

    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 13,181 shares
    Change vs previous 13F -486 shares

    0.01% of the 13F portfolio, value $1,449,363.

    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 13,667 shares
    Change vs previous 13F +64 shares

    0.01% of the 13F portfolio, value $1,400,372.

    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 13,603 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $1,418,759.

    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 13,591 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,415,766.

    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).