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AE Wealth Management LLC: FMF position timeline

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

AE Wealth Management LLC held 30,379 FMF 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 30,379 shares
    Change vs previous 13F -6,232 shares

    0.01% of the 13F portfolio, value $1,522,608.

    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 36,611 shares
    Change vs previous 13F +16,900 shares

    0.01% of the 13F portfolio, value $1,853,238.

    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 19,711 shares
    Change vs previous 13F +288 shares

    0.01% of the 13F portfolio, value $927,404.

    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 19,423 shares
    Change vs previous 13F +1,865 shares

    0.01% of the 13F portfolio, value $945,894.

    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 17,558 shares
    Change vs previous 13F -9,192 shares

    0.01% of the 13F portfolio, value $793,777.

    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 26,750 shares
    Change vs previous 13F -17,154 shares

    0.01% of the 13F portfolio, value $1,233,702.

    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 43,904 shares
    Change vs previous 13F +2,293 shares

    0.02% of the 13F portfolio, value $2,088,966.

    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 41,611 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,976,545.

    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).