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AE Wealth Management LLC: FTCS position timeline

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

AE Wealth Management LLC held 52,235 FTCS 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 52,235 shares
    Change vs previous 13F +1,270 shares

    0.02% of the 13F portfolio, value $4,905,914.

    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 50,965 shares
    Change vs previous 13F +2,846 shares

    0.03% of the 13F portfolio, value $4,727,553.

    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 48,119 shares
    Change vs previous 13F -1,597 shares

    0.03% of the 13F portfolio, value $4,451,606.

    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 49,716 shares
    Change vs previous 13F -1,622 shares

    0.03% of the 13F portfolio, value $4,655,405.

    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 51,338 shares
    Change vs previous 13F -38,876 shares

    0.03% of the 13F portfolio, value $4,666,131.

    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 90,214 shares
    Change vs previous 13F -4,157 shares

    0.07% of the 13F portfolio, value $8,086,709.

    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 94,371 shares
    Change vs previous 13F -30,605 shares

    0.07% of the 13F portfolio, value $8,287,652.

    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 124,976 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,347,821.

    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).