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AE Wealth Management LLC: FTGS position timeline

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

AE Wealth Management LLC held 107,831 FTGS 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 107,831 shares
    Change vs previous 13F +11,713 shares

    0.02% of the 13F portfolio, value $3,990,005.

    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 96,118 shares
    Change vs previous 13F +6,027 shares

    0.02% of the 13F portfolio, value $3,272,399.

    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 90,091 shares
    Change vs previous 13F +842 shares

    0.02% of the 13F portfolio, value $3,184,804.

    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 89,249 shares
    Change vs previous 13F -28,504 shares

    0.02% of the 13F portfolio, value $3,204,935.

    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 117,753 shares
    Change vs previous 13F -56,912 shares

    0.03% of the 13F portfolio, value $4,025,961.

    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 174,665 shares
    Change vs previous 13F -19,866 shares

    0.04% of the 13F portfolio, value $5,196,293.

    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 194,531 shares
    Change vs previous 13F +40,237 shares

    0.05% of the 13F portfolio, value $6,108,274.

    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 154,294 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,817,066.

    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).