Skip to content
Disclosery

AE Wealth Management LLC: DFUV position timeline

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

AE Wealth Management LLC held 16,035 DFUV 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 16,035 shares
    Change vs previous 13F +1,398 shares

    <0.01% of the 13F portfolio, value $882,087.

    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 14,637 shares
    Change vs previous 13F +1,721 shares

    <0.01% of the 13F portfolio, value $709,296.

    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 12,916 shares
    Change vs previous 13F -1,363 shares

    <0.01% of the 13F portfolio, value $601,756.

    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 14,279 shares
    Change vs previous 13F +144 shares

    <0.01% of the 13F portfolio, value $638,129.

    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 14,135 shares
    Change vs previous 13F +701 shares

    <0.01% of the 13F portfolio, value $597,628.

    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 13,434 shares
    Change vs previous 13F +3,712 shares

    <0.01% of the 13F portfolio, value $553,615.

    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 9,722 shares
    Change vs previous 13F -11 shares

    <0.01% of the 13F portfolio, value $397,824.

    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 9,733 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $405,769.

    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).