Skip to content
Disclosery

AE Wealth Management LLC: FUTY position timeline

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

AE Wealth Management LLC held 1,865,665 FUTY 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 1,865,665 shares
    Change vs previous 13F +176,824 shares

    0.51% of the 13F portfolio, value $108,992,320.

    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 1,688,841 shares
    Change vs previous 13F +317,477 shares

    0.54% of the 13F portfolio, value $99,760,033.

    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 1,371,364 shares
    Change vs previous 13F +329,549 shares

    0.43% of the 13F portfolio, value $75,726,763.

    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 1,041,815 shares
    Change vs previous 13F +168,631 shares

    0.38% of the 13F portfolio, value $58,831,286.

    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 873,184 shares
    Change vs previous 13F +1,926 shares

    0.34% of the 13F portfolio, value $45,929,600.

    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 871,258 shares
    Change vs previous 13F +111,512 shares

    0.37% of the 13F portfolio, value $44,390,634.

    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 759,746 shares
    Change vs previous 13F +129,149 shares

    0.31% of the 13F portfolio, value $37,052,728.

    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 630,597 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $32,677,465.

    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).