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Disclosery

AE Wealth Management LLC: FTSL position timeline

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

AE Wealth Management LLC held 6,786 FTSL 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 6,786 shares
    Change vs previous 13F -1,987 shares

    <0.01% of the 13F portfolio, value $303,684.

    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 8,773 shares
    Change vs previous 13F -3,562 shares

    <0.01% of the 13F portfolio, value $393,031.

    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 12,335 shares
    Change vs previous 13F -142 shares

    <0.01% of the 13F portfolio, value $565,930.

    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 12,477 shares
    Change vs previous 13F -923 shares

    <0.01% of the 13F portfolio, value $571,946.

    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 13,400 shares
    Change vs previous 13F -1,425 shares

    <0.01% of the 13F portfolio, value $614,926.

    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 14,825 shares
    Change vs previous 13F +3,799 shares

    0.01% of the 13F portfolio, value $676,761.

    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 11,026 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $509,860.

    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).