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Disclosery

AE Wealth Management LLC: FTQI position timeline

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

AE Wealth Management LLC held 27,141 FTQI 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 27,141 shares
    Change vs previous 13F +8,655 shares

    <0.01% of the 13F portfolio, value $599,548.

    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 18,486 shares
    Change vs previous 13F +12,201 shares

    <0.01% of the 13F portfolio, value $368,250.

    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 6,285 shares
    Change vs previous 13F +4,417 shares

    <0.01% of the 13F portfolio, value $130,862.

    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 1,868 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $38,487.

    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 1,848 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $36,138.

    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 1,827 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $34,438.

    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 1,806 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $37,602.

    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).