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Disclosery

AE Wealth Management LLC: FSCO position timeline

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

AE Wealth Management LLC held 18,781 FSCO 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 18,781 shares
    Change vs previous 13F -7,161 shares

    <0.01% of the 13F portfolio, value $93,720.

    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 25,942 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $132,304.

    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 25,941 shares
    Change vs previous 13F -1,352 shares

    <0.01% of the 13F portfolio, value $163,426.

    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 27,293 shares
    Change vs previous 13F +5,472 shares

    <0.01% of the 13F portfolio, value $188,594.

    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 21,821 shares
    Change vs previous 13F +6,099 shares

    <0.01% of the 13F portfolio, value $158,417.

    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 15,722 shares
    Change vs previous 13F -1,880 shares

    <0.01% of the 13F portfolio, value $110,840.

    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 17,602 shares
    Change vs previous 13F -6,815 shares

    <0.01% of the 13F portfolio, value $120,044.

    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 24,417 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $155,046.

    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).