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Disclosery

AE Wealth Management LLC: FMAR position timeline

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

AE Wealth Management LLC held 17,861 FMAR 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 17,861 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $933,416.

    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 17,916 shares
    Change vs previous 13F +56 shares

    <0.01% of the 13F portfolio, value $868,747.

    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 17,860 shares
    Change vs previous 13F -213 shares

    <0.01% of the 13F portfolio, value $847,725.

    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 18,073 shares
    Change vs previous 13F -63 shares

    0.01% of the 13F portfolio, value $838,406.

    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 18,136 shares
    Change vs previous 13F -2,620 shares

    0.01% of the 13F portfolio, value $813,218.

    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 20,756 shares
    Change vs previous 13F -4,221 shares

    0.01% of the 13F portfolio, value $875,903.

    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 24,977 shares
    Change vs previous 13F +4,787 shares

    0.01% of the 13F portfolio, value $1,080,755.

    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 20,190 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $853,229.

    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).