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Disclosery

AE Wealth Management LLC: FTEC position timeline

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

AE Wealth Management LLC held 2,896 FTEC 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 2,896 shares
    Change vs previous 13F +787 shares

    <0.01% of the 13F portfolio, value $827,092.

    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 2,109 shares
    Change vs previous 13F -1,984 shares

    <0.01% of the 13F portfolio, value $438,698.

    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 4,093 shares
    Change vs previous 13F +493 shares

    0.01% of the 13F portfolio, value $919,649.

    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 3,600 shares
    Change vs previous 13F +287 shares

    0.01% of the 13F portfolio, value $799,891.

    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 3,313 shares
    Change vs previous 13F +222 shares

    <0.01% of the 13F portfolio, value $653,436.

    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 3,091 shares
    Change vs previous 13F +330 shares

    <0.01% of the 13F portfolio, value $498,520.

    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 2,761 shares
    Change vs previous 13F -1,797 shares

    <0.01% of the 13F portfolio, value $510,542.

    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 4,558 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $795,378.

    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).