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Disclosery

AE Wealth Management LLC: FXH position timeline

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

AE Wealth Management LLC held 4,888 FXH 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 4,888 shares
    Change vs previous 13F -70 shares

    <0.01% of the 13F portfolio, value $598,330.

    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 4,958 shares
    Change vs previous 13F -191 shares

    <0.01% of the 13F portfolio, value $544,201.

    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 5,149 shares
    Change vs previous 13F +4,618 shares

    <0.01% of the 13F portfolio, value $586,104.

    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 531 shares
    Change vs previous 13F -56 shares

    <0.01% of the 13F portfolio, value $58,269.

    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 587 shares
    Change vs previous 13F -217 shares

    <0.01% of the 13F portfolio, value $60,901.

    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 804 shares
    Change vs previous 13F -405 shares

    <0.01% of the 13F portfolio, value $83,332.

    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 1,209 shares
    Change vs previous 13F -13,858 shares

    <0.01% of the 13F portfolio, value $125,936.

    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 15,067 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,685,379.

    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).