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Disclosery

AE Wealth Management LLC: ACVF position timeline

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

AE Wealth Management LLC held 29,923 ACVF 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 29,923 shares
    Change vs previous 13F -553 shares

    0.01% of the 13F portfolio, value $1,631,693.

    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 30,476 shares
    Change vs previous 13F -6,488 shares

    0.01% of the 13F portfolio, value $1,451,073.

    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 36,964 shares
    Change vs previous 13F +5,407 shares

    0.01% of the 13F portfolio, value $1,825,701.

    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 31,557 shares
    Change vs previous 13F +9,464 shares

    0.01% of the 13F portfolio, value $1,555,964.

    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 22,093 shares
    Change vs previous 13F +110 shares

    0.01% of the 13F portfolio, value $1,041,846.

    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 21,983 shares
    Change vs previous 13F +2,672 shares

    0.01% of the 13F portfolio, value $941,316.

    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 19,311 shares
    Change vs previous 13F +6,089 shares

    0.01% of the 13F portfolio, value $844,289.

    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 13,222 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $577,110.

    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).