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AE Wealth Management LLC: FLRG position timeline

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

AE Wealth Management LLC held 2,029,687 FLRG 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 2,029,687 shares
    Change vs previous 13F -70,714 shares

    0.39% of the 13F portfolio, value $83,265,090.

    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 2,100,401 shares
    Change vs previous 13F +158,006 shares

    0.42% of the 13F portfolio, value $77,273,815.

    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 1,942,395 shares
    Change vs previous 13F +152,865 shares

    0.42% of the 13F portfolio, value $73,713,915.

    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 1,789,530 shares
    Change vs previous 13F +258,031 shares

    0.44% of the 13F portfolio, value $68,807,483.

    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 1,531,499 shares
    Change vs previous 13F +212,159 shares

    0.4% of the 13F portfolio, value $55,051,483.

    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 1,319,340 shares
    Change vs previous 13F +172,354 shares

    0.37% of the 13F portfolio, value $43,751,814.

    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 1,146,986 shares
    Change vs previous 13F +57,312 shares

    0.33% of the 13F portfolio, value $38,782,449.

    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 1,089,674 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $36,896,363.

    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).