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Disclosery

AE Wealth Management LLC: DVN position timeline

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

AE Wealth Management LLC held 29,021 DVN 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 29,021 shares
    Change vs previous 13F +13,225 shares

    0.01% of the 13F portfolio, value $1,199,170.

    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 15,796 shares
    Change vs previous 13F -590 shares

    <0.01% of the 13F portfolio, value $794,849.

    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 16,386 shares
    Change vs previous 13F -2,802 shares

    <0.01% of the 13F portfolio, value $600,233.

    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 19,188 shares
    Change vs previous 13F +3,624 shares

    <0.01% of the 13F portfolio, value $672,742.

    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 15,564 shares
    Change vs previous 13F +660 shares

    <0.01% of the 13F portfolio, value $495,082.

    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 14,904 shares
    Change vs previous 13F +4,916 shares

    <0.01% of the 13F portfolio, value $557,409.

    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 9,988 shares
    Change vs previous 13F -1,979 shares

    <0.01% of the 13F portfolio, value $326,897.

    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 11,967 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $468,148.

    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).