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AE Wealth Management LLC: AVEM position timeline

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

AE Wealth Management LLC held 59,454 AVEM 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 59,454 shares
    Change vs previous 13F -18,422 shares

    0.03% of the 13F portfolio, value $5,736,682.

    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 77,876 shares
    Change vs previous 13F +7,749 shares

    0.03% of the 13F portfolio, value $6,275,296.

    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 70,127 shares
    Change vs previous 13F +33,985 shares

    0.03% of the 13F portfolio, value $5,401,205.

    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 36,142 shares
    Change vs previous 13F +31,497 shares

    0.02% of the 13F portfolio, value $2,714,651.

    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 4,645 shares
    Change vs previous 13F +1,781 shares

    <0.01% of the 13F portfolio, value $318,355.

    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 2,864 shares
    Change vs previous 13F +1,759 shares

    <0.01% of the 13F portfolio, value $172,305.

    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 1,105 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $64,942.

    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).