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Disclosery

AE Wealth Management LLC: FTI position timeline

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

AE Wealth Management LLC held 141,920 FTI 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 141,920 shares
    Change vs previous 13F -50,613 shares

    0.04% of the 13F portfolio, value $9,409,313.

    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 192,533 shares
    Change vs previous 13F -2,366 shares

    0.07% of the 13F portfolio, value $13,309,823.

    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 194,899 shares
    Change vs previous 13F +11,296 shares

    0.05% of the 13F portfolio, value $8,684,711.

    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 183,603 shares
    Change vs previous 13F +50,593 shares

    0.05% of the 13F portfolio, value $7,243,147.

    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 133,010 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,580,867.

    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).