Skip to content
Disclosery

AE Wealth Management LLC: FNDX position timeline

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

AE Wealth Management LLC held 231,227 FNDX 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 231,227 shares
    Change vs previous 13F +11,253 shares

    0.03% of the 13F portfolio, value $7,191,153.

    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 219,974 shares
    Change vs previous 13F +18,508 shares

    0.03% of the 13F portfolio, value $6,126,263.

    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 201,466 shares
    Change vs previous 13F +16,962 shares

    0.03% of the 13F portfolio, value $5,481,914.

    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 184,504 shares
    Change vs previous 13F +16,127 shares

    0.03% of the 13F portfolio, value $4,852,457.

    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 168,377 shares
    Change vs previous 13F +11,004 shares

    0.03% of the 13F portfolio, value $4,131,967.

    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 157,373 shares
    Change vs previous 13F +20,291 shares

    0.03% of the 13F portfolio, value $3,715,569.

    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 137,082 shares
    Change vs previous 13F +99,429 shares

    0.03% of the 13F portfolio, value $3,246,096.

    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 37,653 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,702,004.

    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).