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Disclosery

AE Wealth Management LLC: FOCT position timeline

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

AE Wealth Management LLC held 18,465 FOCT 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 18,465 shares
    Change vs previous 13F -193 shares

    <0.01% of the 13F portfolio, value $965,535.

    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 18,658 shares
    Change vs previous 13F -123 shares

    <0.01% of the 13F portfolio, value $889,613.

    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 18,781 shares
    Change vs previous 13F -40 shares

    0.01% of the 13F portfolio, value $920,081.

    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 18,821 shares
    Change vs previous 13F -1,376 shares

    0.01% of the 13F portfolio, value $894,186.

    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 20,197 shares
    Change vs previous 13F -13,633 shares

    0.01% of the 13F portfolio, value $904,220.

    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 33,830 shares
    Change vs previous 13F -3,260 shares

    0.01% of the 13F portfolio, value $1,403,945.

    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 37,090 shares
    Change vs previous 13F -145 shares

    0.01% of the 13F portfolio, value $1,581,147.

    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 37,235 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,573,365.

    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).