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Disclosery

AE Wealth Management LLC: DIV position timeline

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

AE Wealth Management LLC held 134,790 DIV 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 134,790 shares
    Change vs previous 13F +26,999 shares

    0.01% of the 13F portfolio, value $2,567,767.

    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 107,791 shares
    Change vs previous 13F -1,034,762 shares

    0.01% of the 13F portfolio, value $2,037,250.

    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 1,142,553 shares
    Change vs previous 13F +68,526 shares

    0.11% of the 13F portfolio, value $19,789,029.

    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 1,074,027 shares
    Change vs previous 13F +74,422 shares

    0.12% of the 13F portfolio, value $18,999,545.

    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 999,605 shares
    Change vs previous 13F +73,422 shares

    0.13% of the 13F portfolio, value $17,573,055.

    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 926,183 shares
    Change vs previous 13F -38,518 shares

    0.15% of the 13F portfolio, value $17,449,285.

    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 964,701 shares
    Change vs previous 13F -214,282 shares

    0.15% of the 13F portfolio, value $17,394,318.

    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 1,178,983 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $22,035,186.

    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).