Skip to content
Disclosery

AE Wealth Management LLC: FTGC position timeline

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

AE Wealth Management LLC held 87,620 FTGC 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 87,620 shares
    Change vs previous 13F -1,246 shares

    0.01% of the 13F portfolio, value $2,370,119.

    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 88,866 shares
    Change vs previous 13F +50,184 shares

    0.01% of the 13F portfolio, value $2,551,344.

    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 38,682 shares
    Change vs previous 13F +26,023 shares

    0.01% of the 13F portfolio, value $898,575.

    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 12,659 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $327,859.

    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 12,573 shares
    Change vs previous 13F -3,281 shares

    <0.01% of the 13F portfolio, value $310,176.

    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 15,854 shares
    Change vs previous 13F +986 shares

    <0.01% of the 13F portfolio, value $404,586.

    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 14,868 shares
    Change vs previous 13F -4,276 shares

    <0.01% of the 13F portfolio, value $355,782.

    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 19,144 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $453,511.

    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).