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AE Wealth Management LLC: PFLT position timeline

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

AE Wealth Management LLC held 16,897 PFLT 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 16,897 shares
    Change vs previous 13F -5,649 shares

    <0.01% of the 13F portfolio, value $126,389.

    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 22,546 shares
    Change vs previous 13F +428 shares

    <0.01% of the 13F portfolio, value $181,270.

    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 22,118 shares
    Change vs previous 13F +324 shares

    <0.01% of the 13F portfolio, value $205,031.

    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 21,794 shares
    Change vs previous 13F +153 shares

    <0.01% of the 13F portfolio, value $193,747.

    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 21,641 shares
    Change vs previous 13F +3,416 shares

    <0.01% of the 13F portfolio, value $223,550.

    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 18,225 shares
    Change vs previous 13F -728 shares

    <0.01% of the 13F portfolio, value $203,934.

    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 18,953 shares
    Change vs previous 13F -1,277 shares

    <0.01% of the 13F portfolio, value $207,152.

    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 20,230 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $234,058.

    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).