AE Wealth Management LLC: FFIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on FFIV, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 1,814 FFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 1,814 sharesChange vs previous 13F +178 shares
<0.01% of the 13F portfolio, value $754,552.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,636 sharesChange vs previous 13F -666 shares
<0.01% of the 13F portfolio, value $473,343.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,302 sharesChange vs previous 13F -1,638 shares
<0.01% of the 13F portfolio, value $587,525.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,940 sharesChange vs previous 13F -714 shares
0.01% of the 13F portfolio, value $1,273,261.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,654 sharesChange vs previous 13F -312 shares
0.01% of the 13F portfolio, value $1,369,697.
13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,966 sharesChange vs previous 13F -1,029 shares
0.01% of the 13F portfolio, value $1,322,363.
13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,995 sharesChange vs previous 13F -668 shares
0.01% of the 13F portfolio, value $1,507,626.
13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,663 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,467,083.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).