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Disclosery

AE Wealth Management LLC: FHN position timeline

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

AE Wealth Management LLC held 34,073 FHN 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 34,073 shares
    Change vs previous 13F +6,509 shares

    <0.01% of the 13F portfolio, value $873,604.

    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 27,564 shares
    Change vs previous 13F -1,049 shares

    <0.01% of the 13F portfolio, value $627,358.

    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 28,613 shares
    Change vs previous 13F +5,766 shares

    <0.01% of the 13F portfolio, value $683,826.

    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 22,847 shares
    Change vs previous 13F +2,200 shares

    <0.01% of the 13F portfolio, value $516,588.

    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 20,647 shares
    Change vs previous 13F -436,289 shares

    <0.01% of the 13F portfolio, value $437,691.

    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 456,936 shares
    Change vs previous 13F +441,970 shares

    0.07% of the 13F portfolio, value $8,873,699.

    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 14,966 shares
    Change vs previous 13F -227,459 shares

    <0.01% of the 13F portfolio, value $301,406.

    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 242,425 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,764,862.

    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).