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Disclosery

AE Wealth Management LLC: IVV position timeline

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

AE Wealth Management LLC held 517,659 IVV 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 517,659 shares
    Change vs previous 13F -17,981 shares

    1.81% of the 13F portfolio, value $387,669,369.

    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 535,640 shares
    Change vs previous 13F +28,692 shares

    1.89% of the 13F portfolio, value $349,887,472.

    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 506,948 shares
    Change vs previous 13F +40,031 shares

    1.99% of the 13F portfolio, value $347,230,181.

    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 466,917 shares
    Change vs previous 13F +63,290 shares

    1.99% of the 13F portfolio, value $312,506,939.

    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 403,627 shares
    Change vs previous 13F +69,359 shares

    1.83% of the 13F portfolio, value $250,612,388.

    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 334,268 shares
    Change vs previous 13F +28,255 shares

    1.58% of the 13F portfolio, value $187,824,764.

    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 306,013 shares
    Change vs previous 13F -9,880 shares

    1.53% of the 13F portfolio, value $180,143,133.

    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 315,893 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $182,214,049.

    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).