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Disclosery

AE Wealth Management LLC: FLMI position timeline

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

AE Wealth Management LLC held 470,914 FLMI 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 470,914 shares
    Change vs previous 13F +314,545 shares

    0.06% of the 13F portfolio, value $11,852,934.

    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 156,369 shares
    Change vs previous 13F +140,859 shares

    0.02% of the 13F portfolio, value $3,876,393.

    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 15,510 shares
    Change vs previous 13F +1,439 shares

    <0.01% of the 13F portfolio, value $385,736.

    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 14,071 shares
    Change vs previous 13F +1,039 shares

    <0.01% of the 13F portfolio, value $348,541.

    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 13,032 shares
    Change vs previous 13F +4,172 shares

    <0.01% of the 13F portfolio, value $316,144.

    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 8,860 shares
    Change vs previous 13F -61 shares

    <0.01% of the 13F portfolio, value $216,539.

    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 8,921 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $217,982.

    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 8,935 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $223,459.

    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).