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Disclosery

AE Wealth Management LLC: FRI position timeline

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

AE Wealth Management LLC held 12,987 FRI 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 12,987 shares
    Change vs previous 13F +1,307 shares

    <0.01% of the 13F portfolio, value $411,656.

    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 11,680 shares
    Change vs previous 13F -82,380 shares

    <0.01% of the 13F portfolio, value $332,395.

    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 94,060 shares
    Change vs previous 13F +8,755 shares

    0.01% of the 13F portfolio, value $2,568,761.

    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 85,305 shares
    Change vs previous 13F +1,006 shares

    0.02% of the 13F portfolio, value $2,397,923.

    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 84,299 shares
    Change vs previous 13F +6,107 shares

    0.02% of the 13F portfolio, value $2,280,296.

    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 78,192 shares
    Change vs previous 13F +2,271 shares

    0.02% of the 13F portfolio, value $2,151,066.

    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 75,921 shares
    Change vs previous 13F +792 shares

    0.02% of the 13F portfolio, value $2,077,945.

    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 75,129 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,226,835.

    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).