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Disclosery

AE Wealth Management LLC: FMHI position timeline

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

AE Wealth Management LLC held 7,080 FMHI 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 7,080 shares
    Change vs previous 13F +1,413 shares

    <0.01% of the 13F portfolio, value $343,341.

    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 5,667 shares
    Change vs previous 13F -886 shares

    <0.01% of the 13F portfolio, value $269,437.

    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 6,553 shares
    Change vs previous 13F +592 shares

    <0.01% of the 13F portfolio, value $314,119.

    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 5,961 shares
    Change vs previous 13F -1,774 shares

    <0.01% of the 13F portfolio, value $283,211.

    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 7,735 shares
    Change vs previous 13F +1,726 shares

    <0.01% of the 13F portfolio, value $361,223.

    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 6,009 shares
    Change vs previous 13F +3,135 shares

    <0.01% of the 13F portfolio, value $287,269.

    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 2,874 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $138,783.

    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).