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Disclosery

AE Wealth Management LLC: FISR position timeline

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

AE Wealth Management LLC held 106,457 FISR 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 106,457 shares
    Change vs previous 13F -27,426 shares

    0.01% of the 13F portfolio, value $2,730,634.

    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 133,883 shares
    Change vs previous 13F +32,743 shares

    0.02% of the 13F portfolio, value $3,443,458.

    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 101,140 shares
    Change vs previous 13F +31,986 shares

    0.02% of the 13F portfolio, value $2,620,549.

    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 69,154 shares
    Change vs previous 13F -65,008 shares

    0.01% of the 13F portfolio, value $1,801,806.

    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 134,162 shares
    Change vs previous 13F +28,652 shares

    0.03% of the 13F portfolio, value $3,466,735.

    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 105,510 shares
    Change vs previous 13F +20,461 shares

    0.02% of the 13F portfolio, value $2,730,588.

    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 85,049 shares
    Change vs previous 13F -4,409 shares

    0.02% of the 13F portfolio, value $2,156,874.

    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 89,458 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,378,590.

    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).