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AE Wealth Management LLC: FNDF position timeline

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

AE Wealth Management LLC held 15,490 FNDF 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 15,490 shares
    Change vs previous 13F +3,383 shares

    <0.01% of the 13F portfolio, value $817,248.

    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 12,107 shares
    Change vs previous 13F +1,131 shares

    <0.01% of the 13F portfolio, value $592,412.

    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 10,976 shares
    Change vs previous 13F +1,641 shares

    <0.01% of the 13F portfolio, value $496,213.

    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 9,335 shares
    Change vs previous 13F +126 shares

    <0.01% of the 13F portfolio, value $401,028.

    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 9,209 shares
    Change vs previous 13F +2,407 shares

    <0.01% of the 13F portfolio, value $368,541.

    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 6,802 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $245,831.

    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 6,839 shares
    Change vs previous 13F -3,890 shares

    <0.01% of the 13F portfolio, value $227,120.

    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 10,729 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $400,924.

    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).