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Disclosery

AE Wealth Management LLC: DVY position timeline

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

AE Wealth Management LLC held 65,266 DVY 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 65,266 shares
    Change vs previous 13F -33,448 shares

    0.05% of the 13F portfolio, value $10,201,081.

    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 98,714 shares
    Change vs previous 13F +89,198 shares

    0.08% of the 13F portfolio, value $14,946,336.

    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 9,516 shares
    Change vs previous 13F -963 shares

    0.01% of the 13F portfolio, value $1,343,086.

    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 10,479 shares
    Change vs previous 13F +2,558 shares

    0.01% of the 13F portfolio, value $1,489,129.

    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 7,921 shares
    Change vs previous 13F +574 shares

    0.01% of the 13F portfolio, value $1,051,993.

    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 7,347 shares
    Change vs previous 13F -1,774 shares

    0.01% of the 13F portfolio, value $986,610.

    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 9,121 shares
    Change vs previous 13F +875 shares

    0.01% of the 13F portfolio, value $1,197,481.

    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 8,246 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,113,810.

    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).