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Disclosery

AE Wealth Management LLC: PRFD position timeline

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

AE Wealth Management LLC held 10,447 PRFD 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 10,447 shares
    Change vs previous 13F -545 shares

    <0.01% of the 13F portfolio, value $536,433.

    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 10,992 shares
    Change vs previous 13F -143 shares

    <0.01% of the 13F portfolio, value $556,942.

    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 11,135 shares
    Change vs previous 13F -58 shares

    <0.01% of the 13F portfolio, value $573,564.

    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 11,193 shares
    Change vs previous 13F -840 shares

    <0.01% of the 13F portfolio, value $579,762.

    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 12,033 shares
    Change vs previous 13F +609 shares

    <0.01% of the 13F portfolio, value $613,321.

    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 11,424 shares
    Change vs previous 13F -40 shares

    <0.01% of the 13F portfolio, value $577,577.

    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 11,464 shares
    Change vs previous 13F -106,076 shares

    <0.01% of the 13F portfolio, value $576,411.

    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 117,540 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,073,297.

    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).