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AE Wealth Management LLC: FIDU position timeline

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

AE Wealth Management LLC held 1,404,619 FIDU 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 1,404,619 shares
    Change vs previous 13F +106,734 shares

    0.65% of the 13F portfolio, value $139,914,042.

    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 1,297,885 shares
    Change vs previous 13F -9,631 shares

    0.61% of the 13F portfolio, value $112,292,803.

    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 1,307,516 shares
    Change vs previous 13F +255,717 shares

    0.62% of the 13F portfolio, value $107,843,847.

    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 1,051,799 shares
    Change vs previous 13F +117,011 shares

    0.55% of the 13F portfolio, value $86,184,293.

    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 934,788 shares
    Change vs previous 13F +10,432 shares

    0.53% of the 13F portfolio, value $72,474,106.

    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 924,356 shares
    Change vs previous 13F +88,534 shares

    0.53% of the 13F portfolio, value $63,290,631.

    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 835,822 shares
    Change vs previous 13F +91,046 shares

    0.5% of the 13F portfolio, value $58,766,731.

    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 744,776 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $53,750,453.

    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).