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Disclosery

AE Wealth Management LLC: EDIV position timeline

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

AE Wealth Management LLC held 191,018 EDIV 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 191,018 shares
    Change vs previous 13F -7,890 shares

    0.04% of the 13F portfolio, value $7,823,654.

    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 198,908 shares
    Change vs previous 13F -120,756 shares

    0.04% of the 13F portfolio, value $7,852,884.

    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 319,664 shares
    Change vs previous 13F +13,762 shares

    0.07% of the 13F portfolio, value $12,514,846.

    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 305,902 shares
    Change vs previous 13F +16,778 shares

    0.08% of the 13F portfolio, value $11,884,298.

    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 289,124 shares
    Change vs previous 13F -86,056 shares

    0.08% of the 13F portfolio, value $11,021,389.

    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 375,180 shares
    Change vs previous 13F -39,018 shares

    0.11% of the 13F portfolio, value $13,393,917.

    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 414,198 shares
    Change vs previous 13F +5,977 shares

    0.12% of the 13F portfolio, value $14,610,833.

    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 408,221 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $15,377,672.

    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).