Skip to content
Disclosery

AE Wealth Management LLC: FTRI position timeline

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

AE Wealth Management LLC held 8,942 FTRI 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 8,942 shares
    Change vs previous 13F +176 shares

    <0.01% of the 13F portfolio, value $141,909.

    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 8,766 shares
    Change vs previous 13F -525 shares

    <0.01% of the 13F portfolio, value $156,469.

    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 9,291 shares
    Change vs previous 13F -251 shares

    <0.01% of the 13F portfolio, value $145,584.

    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 9,542 shares
    Change vs previous 13F -535 shares

    <0.01% of the 13F portfolio, value $144,981.

    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 10,077 shares
    Change vs previous 13F -206 shares

    <0.01% of the 13F portfolio, value $143,394.

    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 10,283 shares
    Change vs previous 13F -4,932 shares

    <0.01% of the 13F portfolio, value $136,147.

    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 15,215 shares
    Change vs previous 13F -1,372 shares

    <0.01% of the 13F portfolio, value $182,972.

    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 16,587 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $223,723.

    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).