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Disclosery

AE Wealth Management LLC: QFLR position timeline

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

AE Wealth Management LLC held 403,431 QFLR 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 403,431 shares
    Change vs previous 13F +3,702 shares

    0.07% of the 13F portfolio, value $14,717,163.

    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 399,729 shares
    Change vs previous 13F +43,972 shares

    0.07% of the 13F portfolio, value $13,310,976.

    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 355,757 shares
    Change vs previous 13F +10,486 shares

    0.07% of the 13F portfolio, value $12,195,350.

    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 345,271 shares
    Change vs previous 13F +17,977 shares

    0.07% of the 13F portfolio, value $11,445,734.

    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 327,294 shares
    Change vs previous 13F +12,082 shares

    0.07% of the 13F portfolio, value $9,766,453.

    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 315,212 shares
    Change vs previous 13F +5,548 shares

    0.07% of the 13F portfolio, value $8,513,876.

    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 309,664 shares
    Change vs previous 13F +16,555 shares

    0.08% of the 13F portfolio, value $9,054,823.

    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 293,109 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,079,286.

    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).