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Disclosery

AE Wealth Management LLC: IDEV position timeline

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

AE Wealth Management LLC held 268,737 IDEV 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 268,737 shares
    Change vs previous 13F -17,918 shares

    0.11% of the 13F portfolio, value $23,920,240.

    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 286,655 shares
    Change vs previous 13F -11,818 shares

    0.13% of the 13F portfolio, value $23,955,722.

    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 298,473 shares
    Change vs previous 13F -3,937 shares

    0.14% of the 13F portfolio, value $24,618,088.

    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 302,410 shares
    Change vs previous 13F -2,857 shares

    0.15% of the 13F portfolio, value $24,244,222.

    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 305,267 shares
    Change vs previous 13F +594 shares

    0.17% of the 13F portfolio, value $23,212,476.

    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 304,673 shares
    Change vs previous 13F -9,097 shares

    0.18% of the 13F portfolio, value $20,988,927.

    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 313,770 shares
    Change vs previous 13F -12,251 shares

    0.17% of the 13F portfolio, value $20,228,730.

    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 326,021 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $23,092,089.

    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).