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AE Wealth Management LLC: FVD position timeline

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

AE Wealth Management LLC held 90,746 FVD 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 90,746 shares
    Change vs previous 13F -13,040 shares

    0.02% of the 13F portfolio, value $4,372,121.

    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 103,786 shares
    Change vs previous 13F +899 shares

    0.03% of the 13F portfolio, value $4,881,014.

    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 102,887 shares
    Change vs previous 13F +1,067 shares

    0.03% of the 13F portfolio, value $4,741,016.

    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 101,820 shares
    Change vs previous 13F -1,079 shares

    0.03% of the 13F portfolio, value $4,708,133.

    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 102,899 shares
    Change vs previous 13F -40,438 shares

    0.03% of the 13F portfolio, value $4,599,554.

    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 143,337 shares
    Change vs previous 13F -7,100 shares

    0.05% of the 13F portfolio, value $6,391,374.

    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 150,437 shares
    Change vs previous 13F -117,990 shares

    0.06% of the 13F portfolio, value $6,565,055.

    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 268,427 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $12,210,758.

    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).