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Disclosery

AE Wealth Management LLC: IDV position timeline

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

AE Wealth Management LLC held 7,391 IDV 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 7,391 shares
    Change vs previous 13F +3,164 shares

    <0.01% of the 13F portfolio, value $306,194.

    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 4,227 shares
    Change vs previous 13F -2,824 shares

    <0.01% of the 13F portfolio, value $179,891.

    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 7,051 shares
    Change vs previous 13F +4,571 shares

    <0.01% of the 13F portfolio, value $278,140.

    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 2,480 shares
    Change vs previous 13F +1,226 shares

    <0.01% of the 13F portfolio, value $90,655.

    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 1,254 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $43,281.

    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 1,245 shares
    Change vs previous 13F +503 shares

    <0.01% of the 13F portfolio, value $38,620.

    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 742 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,316.

    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).