Skip to content

AE Wealth Management LLC: FNOV position timeline

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

AE Wealth Management LLC held 2,035 FNOV 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 2,035 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $119,027.

    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 2,036 shares
    Change vs previous 13F -131 shares

    <0.01% of the 13F portfolio, value $108,713.

    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 2,167 shares
    Change vs previous 13F -531 shares

    <0.01% of the 13F portfolio, value $118,817.

    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 2,698 shares
    Change vs previous 13F -243 shares

    <0.01% of the 13F portfolio, value $142,697.

    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 2,941 shares
    Change vs previous 13F -21,111 shares

    <0.01% of the 13F portfolio, value $147,373.

    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 24,052 shares
    Change vs previous 13F -619 shares

    0.01% of the 13F portfolio, value $1,122,521.

    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 24,671 shares
    Change vs previous 13F +1,801 shares

    0.01% of the 13F portfolio, value $1,179,767.

    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 22,870 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,078,931.

    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).