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AE Wealth Management LLC: AVSC position timeline

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

AE Wealth Management LLC held 563,885 AVSC 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 563,885 shares
    Change vs previous 13F -73,033 shares

    0.19% of the 13F portfolio, value $41,355,401.

    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 636,918 shares
    Change vs previous 13F +30,758 shares

    0.21% of the 13F portfolio, value $39,680,034.

    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 606,160 shares
    Change vs previous 13F +52,433 shares

    0.2% of the 13F portfolio, value $35,605,893.

    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 553,727 shares
    Change vs previous 13F +87,605 shares

    0.2% of the 13F portfolio, value $31,700,880.

    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 466,122 shares
    Change vs previous 13F +90,738 shares

    0.18% of the 13F portfolio, value $24,037,999.

    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 375,384 shares
    Change vs previous 13F +57,675 shares

    0.15% of the 13F portfolio, value $18,168,595.

    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 317,709 shares
    Change vs previous 13F +20,643 shares

    0.15% of the 13F portfolio, value $17,270,737.

    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 297,066 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $16,047,503.

    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).