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Disclosery

AE Wealth Management LLC: FNF position timeline

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

AE Wealth Management LLC held 7,980 FNF 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 7,980 shares
    Change vs previous 13F -158,146 shares

    <0.01% of the 13F portfolio, value $376,345.

    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 166,126 shares
    Change vs previous 13F +23,648 shares

    0.04% of the 13F portfolio, value $7,704,904.

    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 142,478 shares
    Change vs previous 13F +7,213 shares

    0.04% of the 13F portfolio, value $7,777,802.

    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 135,265 shares
    Change vs previous 13F +7,595 shares

    0.05% of the 13F portfolio, value $8,182,108.

    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 127,670 shares
    Change vs previous 13F -64,302 shares

    0.05% of the 13F portfolio, value $7,157,200.

    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 191,972 shares
    Change vs previous 13F +10,622 shares

    0.11% of the 13F portfolio, value $12,493,496.

    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 181,350 shares
    Change vs previous 13F +7,807 shares

    0.09% of the 13F portfolio, value $10,180,992.

    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 173,543 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,769,970.

    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).