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Disclosery

AE Wealth Management LLC: FLAO position timeline

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

AE Wealth Management LLC held 1,825 FLAO 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 1,825 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $51,584.

    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 1,826 shares
    Change vs previous 13F +44 shares

    <0.01% of the 13F portfolio, value $49,608.

    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 1,782 shares
    Change vs previous 13F -1,762 shares

    <0.01% of the 13F portfolio, value $50,658.

    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 3,544 shares
    Change vs previous 13F -1,290 shares

    <0.01% of the 13F portfolio, value $99,126.

    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 4,834 shares
    Change vs previous 13F +968 shares

    <0.01% of the 13F portfolio, value $132,347.

    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 3,866 shares
    Change vs previous 13F -252 shares

    <0.01% of the 13F portfolio, value $101,744.

    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 4,118 shares
    Change vs previous 13F -10,590 shares

    <0.01% of the 13F portfolio, value $113,241.

    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 14,708 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $398,847.

    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).