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AE Wealth Management LLC: AVLV position timeline

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

AE Wealth Management LLC held 161,076 AVLV 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 161,076 shares
    Change vs previous 13F +95,207 shares

    0.07% of the 13F portfolio, value $14,691,747.

    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 65,869 shares
    Change vs previous 13F +9,356 shares

    0.03% of the 13F portfolio, value $5,309,675.

    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 56,513 shares
    Change vs previous 13F +17,515 shares

    0.02% of the 13F portfolio, value $4,281,980.

    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 38,998 shares
    Change vs previous 13F +8,622 shares

    0.02% of the 13F portfolio, value $2,817,976.

    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 30,376 shares
    Change vs previous 13F +16,647 shares

    0.02% of the 13F portfolio, value $2,071,929.

    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 13,729 shares
    Change vs previous 13F +7,155 shares

    0.01% of the 13F portfolio, value $895,236.

    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 6,574 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $438,976.

    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).