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Disclosery

AE Wealth Management LLC: FLRN position timeline

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

AE Wealth Management LLC held 25,452 FLRN 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 25,452 shares
    Change vs previous 13F -32,803 shares

    <0.01% of the 13F portfolio, value $785,197.

    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 58,255 shares
    Change vs previous 13F +2,144 shares

    0.01% of the 13F portfolio, value $1,793,095.

    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 56,111 shares
    Change vs previous 13F +42,089 shares

    0.01% of the 13F portfolio, value $1,724,305.

    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 14,022 shares
    Change vs previous 13F +8,840 shares

    <0.01% of the 13F portfolio, value $432,727.

    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 5,182 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $159,749.

    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 5,232 shares
    Change vs previous 13F +3,760 shares

    <0.01% of the 13F portfolio, value $161,238.

    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 1,472 shares
    Change vs previous 13F -58,165 shares

    <0.01% of the 13F portfolio, value $45,222.

    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 59,637 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,839,810.

    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).