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AE Wealth Management LLC: AVMC position timeline

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

AE Wealth Management LLC held 141,166 AVMC 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 141,166 shares
    Change vs previous 13F +28,076 shares

    0.05% of the 13F portfolio, value $11,328,566.

    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 113,090 shares
    Change vs previous 13F +13,209 shares

    0.04% of the 13F portfolio, value $8,169,617.

    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 99,881 shares
    Change vs previous 13F +26,096 shares

    0.04% of the 13F portfolio, value $7,055,579.

    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 73,785 shares
    Change vs previous 13F +20,097 shares

    0.03% of the 13F portfolio, value $5,134,059.

    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 53,688 shares
    Change vs previous 13F +27,422 shares

    0.03% of the 13F portfolio, value $3,553,632.

    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 26,266 shares
    Change vs previous 13F +13,577 shares

    0.01% of the 13F portfolio, value $1,627,961.

    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 12,689 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $824,648.

    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).