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AE Wealth Management LLC: DFIV position timeline

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

AE Wealth Management LLC held 195,742 DFIV 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 195,742 shares
    Change vs previous 13F +6,527 shares

    0.05% of the 13F portfolio, value $10,574,112.

    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 189,215 shares
    Change vs previous 13F +3,519 shares

    0.05% of the 13F portfolio, value $9,986,795.

    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 185,696 shares
    Change vs previous 13F -13,837 shares

    0.05% of the 13F portfolio, value $9,266,262.

    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 199,533 shares
    Change vs previous 13F -9,411 shares

    0.06% of the 13F portfolio, value $9,202,480.

    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 208,944 shares
    Change vs previous 13F +17,349 shares

    0.07% of the 13F portfolio, value $8,949,027.

    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 191,595 shares
    Change vs previous 13F +8,662 shares

    0.06% of the 13F portfolio, value $7,541,204.

    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 182,933 shares
    Change vs previous 13F +17,817 shares

    0.06% of the 13F portfolio, value $6,490,484.

    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 165,116 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,287,664.

    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).