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AE Wealth Management LLC: FDVV position timeline

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

AE Wealth Management LLC held 36,317 FDVV 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 36,317 shares
    Change vs previous 13F +2,176 shares

    0.01% of the 13F portfolio, value $2,189,509.

    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 34,141 shares
    Change vs previous 13F +4,843 shares

    0.01% of the 13F portfolio, value $1,885,933.

    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 29,298 shares
    Change vs previous 13F +1,985 shares

    0.01% of the 13F portfolio, value $1,660,865.

    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 27,313 shares
    Change vs previous 13F -17,537 shares

    0.01% of the 13F portfolio, value $1,521,576.

    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 44,850 shares
    Change vs previous 13F -36,409 shares

    0.02% of the 13F portfolio, value $2,333,092.

    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 81,259 shares
    Change vs previous 13F +2,896 shares

    0.03% of the 13F portfolio, value $4,030,466.

    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 78,363 shares
    Change vs previous 13F -282 shares

    0.03% of the 13F portfolio, value $3,913,470.

    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 78,645 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,983,375.

    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).