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Disclosery

AE Wealth Management LLC: FMAT position timeline

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

AE Wealth Management LLC held 1,683,557 FMAT 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 1,683,557 shares
    Change vs previous 13F +158,822 shares

    0.46% of the 13F portfolio, value $98,504,974.

    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 1,524,735 shares
    Change vs previous 13F +196,027 shares

    0.48% of the 13F portfolio, value $87,885,790.

    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 1,328,708 shares
    Change vs previous 13F +272,726 shares

    0.41% of the 13F portfolio, value $70,567,716.

    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 1,055,982 shares
    Change vs previous 13F +140,652 shares

    0.35% of the 13F portfolio, value $55,365,087.

    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 915,330 shares
    Change vs previous 13F +5,781 shares

    0.33% of the 13F portfolio, value $45,647,515.

    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 909,549 shares
    Change vs previous 13F +105,002 shares

    0.37% of the 13F portfolio, value $43,949,303.

    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 804,547 shares
    Change vs previous 13F +133,694 shares

    0.33% of the 13F portfolio, value $38,771,185.

    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 670,853 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $36,361,392.

    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).