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AE Wealth Management LLC: AVLC position timeline

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

AE Wealth Management LLC held 180,245 AVLC 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 180,245 shares
    Change vs previous 13F +29,646 shares

    0.08% of the 13F portfolio, value $16,214,808.

    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 150,599 shares
    Change vs previous 13F +10,513 shares

    0.06% of the 13F portfolio, value $11,678,977.

    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 140,086 shares
    Change vs previous 13F +50,012 shares

    0.06% of the 13F portfolio, value $11,013,574.

    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 90,074 shares
    Change vs previous 13F +27,974 shares

    0.04% of the 13F portfolio, value $6,891,547.

    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 62,100 shares
    Change vs previous 13F +29,665 shares

    0.03% of the 13F portfolio, value $4,411,567.

    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 32,435 shares
    Change vs previous 13F +18,137 shares

    0.02% of the 13F portfolio, value $2,082,296.

    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 14,298 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $965,802.

    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).