AE Wealth Management LLC: AVNS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on AVNS, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 0 AVNS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -16,924 shares
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 16,924 sharesChange vs previous 13F +2,063 shares
<0.01% of the 13F portfolio, value $237,104.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,861 sharesChange vs previous 13F +2,019 shares
<0.01% of the 13F portfolio, value $166,888.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,842 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $148,454.
13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).