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Disclosery

AE Wealth Management LLC: FSIG position timeline

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

AE Wealth Management LLC held 38,682 FSIG 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 38,682 shares
    Change vs previous 13F +8,850 shares

    <0.01% of the 13F portfolio, value $729,349.

    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 29,832 shares
    Change vs previous 13F -684 shares

    <0.01% of the 13F portfolio, value $565,012.

    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 30,516 shares
    Change vs previous 13F -3,744 shares

    <0.01% of the 13F portfolio, value $585,601.

    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 34,260 shares
    Change vs previous 13F -1,520 shares

    <0.01% of the 13F portfolio, value $658,139.

    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 35,780 shares
    Change vs previous 13F -7,381 shares

    0.01% of the 13F portfolio, value $684,122.

    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 43,161 shares
    Change vs previous 13F -54,290 shares

    0.01% of the 13F portfolio, value $817,467.

    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 97,451 shares
    Change vs previous 13F -6,996 shares

    0.02% of the 13F portfolio, value $1,838,902.

    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 104,447 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,005,374.

    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).