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Disclosery

AE Wealth Management LLC: USFR position timeline

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

AE Wealth Management LLC held 46,307 USFR 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 46,307 shares
    Change vs previous 13F +37,457 shares

    0.01% of the 13F portfolio, value $2,331,610.

    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 8,850 shares
    Change vs previous 13F -7,805 shares

    <0.01% of the 13F portfolio, value $445,541.

    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 16,655 shares
    Change vs previous 13F -4,056 shares

    <0.01% of the 13F portfolio, value $838,082.

    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 20,711 shares
    Change vs previous 13F -11,360 shares

    0.01% of the 13F portfolio, value $1,041,151.

    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 32,071 shares
    Change vs previous 13F -109,872 shares

    0.01% of the 13F portfolio, value $1,613,469.

    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 141,943 shares
    Change vs previous 13F -184,780 shares

    0.06% of the 13F portfolio, value $7,143,994.

    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 326,723 shares
    Change vs previous 13F -43,051 shares

    0.14% of the 13F portfolio, value $16,440,695.

    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 369,774 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $18,570,011.

    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).