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Disclosery

AE Wealth Management LLC: FLOT position timeline

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

AE Wealth Management LLC held 96,294 FLOT 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 96,294 shares
    Change vs previous 13F -807 shares

    0.02% of the 13F portfolio, value $4,915,801.

    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 97,101 shares
    Change vs previous 13F -4,930 shares

    0.03% of the 13F portfolio, value $4,947,305.

    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 102,031 shares
    Change vs previous 13F -23,701 shares

    0.03% of the 13F portfolio, value $5,189,277.

    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 125,732 shares
    Change vs previous 13F +4,784 shares

    0.04% of the 13F portfolio, value $6,423,021.

    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 120,948 shares
    Change vs previous 13F +17,872 shares

    0.05% of the 13F portfolio, value $6,170,750.

    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 103,076 shares
    Change vs previous 13F +605 shares

    0.04% of the 13F portfolio, value $5,262,043.

    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 102,471 shares
    Change vs previous 13F +58,463 shares

    0.04% of the 13F portfolio, value $5,213,743.

    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 44,008 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,246,176.

    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).