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AE Wealth Management LLC: FMB position timeline

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

AE Wealth Management LLC held 9,563 FMB 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 9,563 shares
    Change vs previous 13F +124 shares

    <0.01% of the 13F portfolio, value $491,200.

    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 9,439 shares
    Change vs previous 13F +1,196 shares

    <0.01% of the 13F portfolio, value $478,178.

    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 8,243 shares
    Change vs previous 13F -543 shares

    <0.01% of the 13F portfolio, value $421,491.

    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 8,786 shares
    Change vs previous 13F -2,169 shares

    <0.01% of the 13F portfolio, value $445,467.

    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 10,955 shares
    Change vs previous 13F -566 shares

    <0.01% of the 13F portfolio, value $545,779.

    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 11,521 shares
    Change vs previous 13F +3,831 shares

    <0.01% of the 13F portfolio, value $580,934.

    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 7,690 shares
    Change vs previous 13F +2,838 shares

    <0.01% of the 13F portfolio, value $392,267.

    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 4,852 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,099.

    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).