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Disclosery

AE Wealth Management LLC: MFUL position timeline

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

AE Wealth Management LLC held 104,445 MFUL 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 104,445 shares
    Change vs previous 13F -4,123 shares

    0.01% of the 13F portfolio, value $2,341,195.

    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 108,568 shares
    Change vs previous 13F -5,243 shares

    0.01% of the 13F portfolio, value $2,347,696.

    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 113,811 shares
    Change vs previous 13F -31,445 shares

    0.01% of the 13F portfolio, value $2,474,262.

    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 145,256 shares
    Change vs previous 13F -7,999 shares

    0.02% of the 13F portfolio, value $3,213,749.

    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 153,255 shares
    Change vs previous 13F -44,189 shares

    0.02% of the 13F portfolio, value $3,330,226.

    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 197,444 shares
    Change vs previous 13F -225,534 shares

    0.04% of the 13F portfolio, value $4,265,280.

    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 422,978 shares
    Change vs previous 13F -51,063 shares

    0.08% of the 13F portfolio, value $9,092,886.

    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 474,041 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $10,353,188.

    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).