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Disclosery

AE Wealth Management LLC: FIXD position timeline

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

AE Wealth Management LLC held 106,045 FIXD 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 106,045 shares
    Change vs previous 13F +50,895 shares

    0.02% of the 13F portfolio, value $4,624,632.

    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 55,150 shares
    Change vs previous 13F +5,479 shares

    0.01% of the 13F portfolio, value $2,403,983.

    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 49,671 shares
    Change vs previous 13F -266 shares

    0.01% of the 13F portfolio, value $2,201,443.

    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 49,937 shares
    Change vs previous 13F -291 shares

    0.01% of the 13F portfolio, value $2,218,226.

    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 50,228 shares
    Change vs previous 13F -10,932 shares

    0.02% of the 13F portfolio, value $2,204,531.

    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 61,160 shares
    Change vs previous 13F -27,055 shares

    0.02% of the 13F portfolio, value $2,681,284.

    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 88,215 shares
    Change vs previous 13F -78,689 shares

    0.03% of the 13F portfolio, value $3,790,600.

    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 166,904 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,550,720.

    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).