Skip to content
Disclosery

AE Wealth Management LLC: IVW position timeline

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

AE Wealth Management LLC held 709,045 IVW 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 709,045 shares
    Change vs previous 13F -5,848 shares

    0.45% of the 13F portfolio, value $97,514,888.

    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 714,893 shares
    Change vs previous 13F +4,325 shares

    0.44% of the 13F portfolio, value $80,861,724.

    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 710,568 shares
    Change vs previous 13F +17,269 shares

    0.5% of the 13F portfolio, value $87,584,651.

    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 693,299 shares
    Change vs previous 13F +27,282 shares

    0.53% of the 13F portfolio, value $83,695,080.

    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 666,017 shares
    Change vs previous 13F -63,450 shares

    0.54% of the 13F portfolio, value $73,328,524.

    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 729,467 shares
    Change vs previous 13F -28,981 shares

    0.57% of the 13F portfolio, value $67,716,456.

    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 758,448 shares
    Change vs previous 13F -40,047 shares

    0.65% of the 13F portfolio, value $77,005,218.

    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 798,495 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $76,455,872.

    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).