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Disclosery

AE Wealth Management LLC: FFEB position timeline

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

AE Wealth Management LLC held 9,484 FFEB 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 9,484 shares
    Change vs previous 13F -356 shares

    <0.01% of the 13F portfolio, value $578,335.

    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 9,840 shares
    Change vs previous 13F -364 shares

    <0.01% of the 13F portfolio, value $549,565.

    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 10,204 shares
    Change vs previous 13F -32 shares

    <0.01% of the 13F portfolio, value $577,750.

    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 10,236 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $564,464.

    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 10,237 shares
    Change vs previous 13F -9,136 shares

    <0.01% of the 13F portfolio, value $536,529.

    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 19,373 shares
    Change vs previous 13F +2,184 shares

    0.01% of the 13F portfolio, value $945,209.

    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 17,189 shares
    Change vs previous 13F -39,718 shares

    0.01% of the 13F portfolio, value $855,497.

    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 56,907 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,763,404.

    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).