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AE Wealth Management LLC: SFLR position timeline

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

AE Wealth Management LLC held 278,719 SFLR 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 278,719 shares
    Change vs previous 13F +31,475 shares

    0.05% of the 13F portfolio, value $10,752,966.

    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 247,244 shares
    Change vs previous 13F +52,569 shares

    0.05% of the 13F portfolio, value $8,754,905.

    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 194,675 shares
    Change vs previous 13F +6,603 shares

    0.04% of the 13F portfolio, value $7,175,710.

    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 188,072 shares
    Change vs previous 13F +19,268 shares

    0.04% of the 13F portfolio, value $6,776,252.

    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 168,804 shares
    Change vs previous 13F +7,262 shares

    0.04% of the 13F portfolio, value $5,666,757.

    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 161,542 shares
    Change vs previous 13F +5,156 shares

    0.04% of the 13F portfolio, value $5,070,803.

    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 156,386 shares
    Change vs previous 13F +13,618 shares

    0.04% of the 13F portfolio, value $5,106,003.

    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 142,768 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,541,450.

    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).