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AE Wealth Management LLC: AVDV position timeline

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

AE Wealth Management LLC held 33,272 AVDV 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 33,272 shares
    Change vs previous 13F +6,348 shares

    0.02% of the 13F portfolio, value $3,428,678.

    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 26,924 shares
    Change vs previous 13F +2,174 shares

    0.01% of the 13F portfolio, value $2,688,616.

    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 24,750 shares
    Change vs previous 13F +4,373 shares

    0.01% of the 13F portfolio, value $2,325,740.

    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 20,377 shares
    Change vs previous 13F +3,075 shares

    0.01% of the 13F portfolio, value $1,814,179.

    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 17,302 shares
    Change vs previous 13F +5,979 shares

    0.01% of the 13F portfolio, value $1,371,685.

    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 11,323 shares
    Change vs previous 13F +9,204 shares

    0.01% of the 13F portfolio, value $789,655.

    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 2,119 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $137,890.

    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).