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Disclosery

AE Wealth Management LLC: FXR position timeline

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

AE Wealth Management LLC held 7,885 FXR 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 7,885 shares
    Change vs previous 13F +6,371 shares

    <0.01% of the 13F portfolio, value $718,465.

    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 1,514 shares
    Change vs previous 13F -3,445 shares

    <0.01% of the 13F portfolio, value $123,547.

    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 4,959 shares
    Change vs previous 13F +3,382 shares

    <0.01% of the 13F portfolio, value $396,076.

    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 1,577 shares
    Change vs previous 13F +1,234 shares

    <0.01% of the 13F portfolio, value $123,113.

    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 343 shares
    Change vs previous 13F -550 shares

    <0.01% of the 13F portfolio, value $25,457.

    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 893 shares
    Change vs previous 13F -93 shares

    <0.01% of the 13F portfolio, value $62,189.

    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 986 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $73,763.

    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).