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Disclosery

AE Wealth Management LLC: FIIG position timeline

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

AE Wealth Management LLC held 70,656 FIIG 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 70,656 shares
    Change vs previous 13F -2,237 shares

    0.01% of the 13F portfolio, value $1,463,297.

    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 72,893 shares
    Change vs previous 13F +1,422 shares

    0.01% of the 13F portfolio, value $1,512,539.

    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 71,471 shares
    Change vs previous 13F +2,059 shares

    0.01% of the 13F portfolio, value $1,515,195.

    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 69,412 shares
    Change vs previous 13F -1,402 shares

    0.01% of the 13F portfolio, value $1,473,622.

    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 70,814 shares
    Change vs previous 13F -21,377 shares

    0.01% of the 13F portfolio, value $1,485,678.

    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 92,191 shares
    Change vs previous 13F +22,879 shares

    0.02% of the 13F portfolio, value $1,912,962.

    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 69,312 shares
    Change vs previous 13F -547 shares

    0.01% of the 13F portfolio, value $1,417,435.

    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 69,859 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,492,889.

    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).