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Disclosery

AE Wealth Management LLC: FLTR position timeline

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

AE Wealth Management LLC held 8,891 FLTR 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 8,891 shares
    Change vs previous 13F -751 shares

    <0.01% of the 13F portfolio, value $227,699.

    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 9,642 shares
    Change vs previous 13F -418 shares

    <0.01% of the 13F portfolio, value $245,678.

    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 10,060 shares
    Change vs previous 13F -16,256 shares

    <0.01% of the 13F portfolio, value $256,318.

    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 26,316 shares
    Change vs previous 13F -22,216 shares

    <0.01% of the 13F portfolio, value $672,900.

    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 48,532 shares
    Change vs previous 13F -16,065 shares

    0.01% of the 13F portfolio, value $1,237,566.

    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 64,597 shares
    Change vs previous 13F -2,832 shares

    0.01% of the 13F portfolio, value $1,650,453.

    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 67,429 shares
    Change vs previous 13F +14,929 shares

    0.01% of the 13F portfolio, value $1,716,068.

    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 52,500 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,337,175.

    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).