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Disclosery

AE Wealth Management LLC: FHLC position timeline

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

AE Wealth Management LLC held 1,487,576 FHLC 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 1,487,576 shares
    Change vs previous 13F +108,393 shares

    0.54% of the 13F portfolio, value $114,915,223.

    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 1,379,183 shares
    Change vs previous 13F +1,205,391 shares

    0.52% of the 13F portfolio, value $97,039,211.

    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 173,792 shares
    Change vs previous 13F +7,907 shares

    0.07% of the 13F portfolio, value $12,909,237.

    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 165,885 shares
    Change vs previous 13F +16,168 shares

    0.07% of the 13F portfolio, value $11,092,962.

    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 149,717 shares
    Change vs previous 13F +15,488 shares

    0.07% of the 13F portfolio, value $9,574,505.

    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 134,229 shares
    Change vs previous 13F +10,656 shares

    0.08% of the 13F portfolio, value $9,170,584.

    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 123,573 shares
    Change vs previous 13F -5,071 shares

    0.07% of the 13F portfolio, value $8,075,478.

    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 128,644 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $9,365,179.

    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).