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Disclosery

AE Wealth Management LLC: ICVT position timeline

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

AE Wealth Management LLC held 33,460 ICVT 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 33,460 shares
    Change vs previous 13F -5,455 shares

    0.02% of the 13F portfolio, value $4,073,465.

    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 38,915 shares
    Change vs previous 13F +12,575 shares

    0.02% of the 13F portfolio, value $3,961,098.

    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 26,340 shares
    Change vs previous 13F +11,732 shares

    0.01% of the 13F portfolio, value $2,594,490.

    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 14,608 shares
    Change vs previous 13F -34,297 shares

    0.01% of the 13F portfolio, value $1,461,529.

    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 48,905 shares
    Change vs previous 13F +37,004 shares

    0.03% of the 13F portfolio, value $4,406,360.

    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 11,901 shares
    Change vs previous 13F -46,542 shares

    0.01% of the 13F portfolio, value $995,080.

    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 58,443 shares
    Change vs previous 13F +49,356 shares

    0.04% of the 13F portfolio, value $4,965,861.

    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 9,087 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $760,313.

    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).