Skip to content
Disclosery

AE Wealth Management LLC: AVDE position timeline

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

AE Wealth Management LLC held 55,693 AVDE 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 55,693 shares
    Change vs previous 13F +18,576 shares

    0.02% of the 13F portfolio, value $4,967,798.

    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 37,117 shares
    Change vs previous 13F +75 shares

    0.02% of the 13F portfolio, value $3,149,027.

    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 37,042 shares
    Change vs previous 13F -10,976 shares

    0.02% of the 13F portfolio, value $3,049,288.

    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 48,018 shares
    Change vs previous 13F +12,273 shares

    0.02% of the 13F portfolio, value $3,788,616.

    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 35,745 shares
    Change vs previous 13F +21,365 shares

    0.02% of the 13F portfolio, value $2,645,498.

    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 14,380 shares
    Change vs previous 13F +3,053 shares

    0.01% of the 13F portfolio, value $952,958.

    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 11,327 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $695,165.

    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).