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Disclosery

AE Wealth Management LLC: FSK position timeline

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

AE Wealth Management LLC held 46,476 FSK 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 46,476 shares
    Change vs previous 13F +1,887 shares

    <0.01% of the 13F portfolio, value $487,999.

    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 44,589 shares
    Change vs previous 13F -15,414 shares

    <0.01% of the 13F portfolio, value $453,922.

    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 60,003 shares
    Change vs previous 13F -12,157 shares

    0.01% of the 13F portfolio, value $888,646.

    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 72,160 shares
    Change vs previous 13F -202 shares

    0.01% of the 13F portfolio, value $1,077,348.

    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 72,362 shares
    Change vs previous 13F -410 shares

    0.01% of the 13F portfolio, value $1,501,512.

    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 72,772 shares
    Change vs previous 13F -4,654 shares

    0.01% of the 13F portfolio, value $1,524,580.

    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 77,426 shares
    Change vs previous 13F -3,143 shares

    0.01% of the 13F portfolio, value $1,681,703.

    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 80,569 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,589,627.

    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).