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AE Wealth Management LLC: AVXC position timeline

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

AE Wealth Management LLC held 1,434,184 AVXC 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 1,434,184 shares
    Change vs previous 13F +94,131 shares

    0.57% of the 13F portfolio, value $122,835,307.

    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 1,340,053 shares
    Change vs previous 13F +294,090 shares

    0.49% of the 13F portfolio, value $90,629,264.

    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 1,045,963 shares
    Change vs previous 13F +377,075 shares

    0.38% of the 13F portfolio, value $66,701,453.

    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 668,888 shares
    Change vs previous 13F +90,801 shares

    0.26% of the 13F portfolio, value $40,086,568.

    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 578,087 shares
    Change vs previous 13F +111,240 shares

    0.24% of the 13F portfolio, value $32,731,204.

    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 466,847 shares
    Change vs previous 13F -93,805 shares

    0.19% of the 13F portfolio, value $22,707,469.

    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 560,652 shares
    Change vs previous 13F +28,508 shares

    0.24% of the 13F portfolio, value $27,777,465.

    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 532,144 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $28,794,309.

    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).