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AE Wealth Management LLC: FREL position timeline

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

AE Wealth Management LLC held 242,504 FREL 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 242,504 shares
    Change vs previous 13F -4,726 shares

    0.03% of the 13F portfolio, value $7,105,301.

    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 247,230 shares
    Change vs previous 13F -1,367,388 shares

    0.04% of the 13F portfolio, value $6,652,930.

    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 1,614,618 shares
    Change vs previous 13F +380,393 shares

    0.25% of the 13F portfolio, value $43,417,074.

    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 1,234,225 shares
    Change vs previous 13F +196,350 shares

    0.22% of the 13F portfolio, value $34,323,813.

    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 1,037,875 shares
    Change vs previous 13F +11,846 shares

    0.21% of the 13F portfolio, value $28,064,207.

    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 1,026,029 shares
    Change vs previous 13F +135,000 shares

    0.24% of the 13F portfolio, value $28,185,085.

    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 891,029 shares
    Change vs previous 13F +161,621 shares

    0.2% of the 13F portfolio, value $24,075,680.

    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 729,408 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $21,502,990.

    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).