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Disclosery

AE Wealth Management LLC: EFV position timeline

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

AE Wealth Management LLC held 906,149 EFV 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 906,149 shares
    Change vs previous 13F -23,611 shares

    0.32% of the 13F portfolio, value $69,365,797.

    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 929,760 shares
    Change vs previous 13F -120,979 shares

    0.37% of the 13F portfolio, value $69,127,557.

    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 1,050,739 shares
    Change vs previous 13F +10,167 shares

    0.43% of the 13F portfolio, value $75,033,225.

    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 1,040,572 shares
    Change vs previous 13F -32,603 shares

    0.45% of the 13F portfolio, value $70,581,950.

    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 1,073,175 shares
    Change vs previous 13F +15,863 shares

    0.5% of the 13F portfolio, value $68,125,163.

    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 1,057,312 shares
    Change vs previous 13F -6,995 shares

    0.52% of the 13F portfolio, value $62,317,990.

    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 1,064,307 shares
    Change vs previous 13F +56,862 shares

    0.47% of the 13F portfolio, value $55,844,185.

    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 1,007,445 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $57,958,315.

    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).