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Disclosery

AE Wealth Management LLC: FSMD position timeline

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

AE Wealth Management LLC held 54,633 FSMD 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 54,633 shares
    Change vs previous 13F +2,097 shares

    0.01% of the 13F portfolio, value $2,887,296.

    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 52,536 shares
    Change vs previous 13F +6,734 shares

    0.01% of the 13F portfolio, value $2,349,399.

    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 45,802 shares
    Change vs previous 13F +37,258 shares

    0.01% of the 13F portfolio, value $2,021,234.

    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 8,544 shares
    Change vs previous 13F -4,436 shares

    <0.01% of the 13F portfolio, value $376,007.

    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 12,980 shares
    Change vs previous 13F -39,659 shares

    <0.01% of the 13F portfolio, value $538,261.

    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 52,639 shares
    Change vs previous 13F +5,108 shares

    0.02% of the 13F portfolio, value $2,061,357.

    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 47,531 shares
    Change vs previous 13F +3,142 shares

    0.02% of the 13F portfolio, value $1,956,839.

    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 44,389 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,837,707.

    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).