Skip to content
Disclosery

AE Wealth Management LLC: ALV position timeline

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

AE Wealth Management LLC held 3,817 ALV 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 3,817 shares
    Change vs previous 13F +419 shares

    <0.01% of the 13F portfolio, value $443,547.

    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 3,398 shares
    Change vs previous 13F +419 shares

    <0.01% of the 13F portfolio, value $357,376.

    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 2,979 shares
    Change vs previous 13F +269 shares

    <0.01% of the 13F portfolio, value $353,660.

    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 2,710 shares
    Change vs previous 13F -175 shares

    <0.01% of the 13F portfolio, value $334,793.

    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 2,885 shares
    Change vs previous 13F -243 shares

    <0.01% of the 13F portfolio, value $322,968.

    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 3,128 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $276,667.

    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).