Position in FSS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$642,304
+$142,064 QoQ
Shares Held
4,999
+8.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#262
of 467 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSS Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $74,155,262 across 5 Farm & Heavy Construction Machinery names. FSS ranks #4 (0.9% of the industry book) .
All Filings in FSS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,304 | 4,999 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $500,240 | 4,626 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $444,879 | 4,097 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $413,000 | 3,471 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $338,942 | 3,185 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $248,002 | 3,372 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $338,599 | 3,665 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $239,810 | 2,566 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||