Skip to content
Disclosery

AE Wealth Management LLC: FR position timeline

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

AE Wealth Management LLC held 6,995 FR 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 6,995 shares
    Change vs previous 13F +820 shares

    <0.01% of the 13F portfolio, value $428,836.

    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 6,175 shares
    Change vs previous 13F +668 shares

    <0.01% of the 13F portfolio, value $357,196.

    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 5,507 shares
    Change vs previous 13F +634 shares

    <0.01% of the 13F portfolio, value $315,350.

    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 4,873 shares
    Change vs previous 13F -180 shares

    <0.01% of the 13F portfolio, value $250,863.

    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 5,053 shares
    Change vs previous 13F -320 shares

    <0.01% of the 13F portfolio, value $243,155.

    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 5,373 shares
    Change vs previous 13F -1,508 shares

    <0.01% of the 13F portfolio, value $289,955.

    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 6,881 shares
    Change vs previous 13F +3,288 shares

    <0.01% of the 13F portfolio, value $344,964.

    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 3,593 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $201,116.

    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).