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AE Wealth Management LLC: FSTA position timeline

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

AE Wealth Management LLC held 4,331 FSTA 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 4,331 shares
    Change vs previous 13F -122,686 shares

    <0.01% of the 13F portfolio, value $227,568.

    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 127,017 shares
    Change vs previous 13F -33,489 shares

    0.04% of the 13F portfolio, value $6,646,793.

    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 160,506 shares
    Change vs previous 13F +19,553 shares

    0.05% of the 13F portfolio, value $7,895,286.

    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 140,953 shares
    Change vs previous 13F +6,995 shares

    0.04% of the 13F portfolio, value $7,025,076.

    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 133,958 shares
    Change vs previous 13F +11,328 shares

    0.05% of the 13F portfolio, value $6,851,939.

    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 122,630 shares
    Change vs previous 13F +5,985 shares

    0.05% of the 13F portfolio, value $6,270,079.

    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 116,645 shares
    Change vs previous 13F +4,608 shares

    0.05% of the 13F portfolio, value $5,765,755.

    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 112,037 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,719,489.

    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).