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Disclosery

AE Wealth Management LLC: FTLS position timeline

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

AE Wealth Management LLC held 26,089 FTLS 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 26,089 shares
    Change vs previous 13F -2,276 shares

    0.01% of the 13F portfolio, value $1,925,337.

    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 28,365 shares
    Change vs previous 13F +15,256 shares

    0.01% of the 13F portfolio, value $1,995,769.

    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 13,109 shares
    Change vs previous 13F -151 shares

    0.01% of the 13F portfolio, value $930,579.

    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 13,260 shares
    Change vs previous 13F +742 shares

    0.01% of the 13F portfolio, value $927,515.

    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 12,518 shares
    Change vs previous 13F -4,453 shares

    0.01% of the 13F portfolio, value $829,674.

    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 16,971 shares
    Change vs previous 13F -12,203 shares

    0.01% of the 13F portfolio, value $1,087,507.

    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 29,174 shares
    Change vs previous 13F +385 shares

    0.02% of the 13F portfolio, value $1,919,918.

    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 28,789 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,827,244.

    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).