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Disclosery

AE Wealth Management LLC: DFEV position timeline

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

AE Wealth Management LLC held 275,843 DFEV 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 275,843 shares
    Change vs previous 13F +602 shares

    0.05% of the 13F portfolio, value $11,769,494.

    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 275,241 shares
    Change vs previous 13F +3,895 shares

    0.05% of the 13F portfolio, value $9,848,121.

    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 271,346 shares
    Change vs previous 13F -16,755 shares

    0.05% of the 13F portfolio, value $9,155,262.

    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 288,101 shares
    Change vs previous 13F -13,261 shares

    0.06% of the 13F portfolio, value $9,187,626.

    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 301,362 shares
    Change vs previous 13F +33,994 shares

    0.07% of the 13F portfolio, value $9,037,886.

    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 267,368 shares
    Change vs previous 13F +22,775 shares

    0.06% of the 13F portfolio, value $7,232,292.

    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 244,593 shares
    Change vs previous 13F +28,217 shares

    0.05% of the 13F portfolio, value $6,410,789.

    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 216,376 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,158,046.

    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).