AE Wealth Management LLC: DOV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on DOV, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 115,322 DOV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 115,322 sharesChange vs previous 13F -12,613 shares
0.12% of the 13F portfolio, value $25,864,618.
13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 127,935 sharesChange vs previous 13F +128 shares
0.14% of the 13F portfolio, value $26,669,088.
13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 127,807 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $24,952,823.
13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).