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AE Wealth Management LLC: AVIG position timeline

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

AE Wealth Management LLC held 6,527,797 AVIG 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 6,527,797 shares
    Change vs previous 13F -7,204 shares

    1.26% of the 13F portfolio, value $270,316,148.

    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 6,535,001 shares
    Change vs previous 13F +445,942 shares

    1.47% of the 13F portfolio, value $271,464,051.

    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 6,089,059 shares
    Change vs previous 13F +978,886 shares

    1.47% of the 13F portfolio, value $255,271,610.

    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 5,110,173 shares
    Change vs previous 13F +921,224 shares

    1.37% of the 13F portfolio, value $215,036,114.

    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 4,188,949 shares
    Change vs previous 13F +445,565 shares

    1.27% of the 13F portfolio, value $174,343,951.

    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 3,743,384 shares
    Change vs previous 13F +424,942 shares

    1.3% of the 13F portfolio, value $154,938,721.

    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 3,318,442 shares
    Change vs previous 13F +207,941 shares

    1.14% of the 13F portfolio, value $134,629,265.

    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 3,110,501 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $132,227,316.

    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).