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AE Wealth Management LLC: FVAL position timeline

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

AE Wealth Management LLC held 20,341 FVAL 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 20,341 shares
    Change vs previous 13F +2,458 shares

    0.01% of the 13F portfolio, value $1,585,244.

    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 17,883 shares
    Change vs previous 13F +3,173 shares

    0.01% of the 13F portfolio, value $1,241,081.

    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 14,710 shares
    Change vs previous 13F +4,029 shares

    0.01% of the 13F portfolio, value $1,063,111.

    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 10,681 shares
    Change vs previous 13F -12,278 shares

    <0.01% of the 13F portfolio, value $735,588.

    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 22,959 shares
    Change vs previous 13F -72,742 shares

    0.01% of the 13F portfolio, value $1,466,395.

    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 95,701 shares
    Change vs previous 13F +6,533 shares

    0.05% of the 13F portfolio, value $5,702,817.

    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 89,168 shares
    Change vs previous 13F +6,947 shares

    0.05% of the 13F portfolio, value $5,485,879.

    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 82,221 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,982,614.

    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).