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Disclosery

AE Wealth Management LLC: IVZ position timeline

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

AE Wealth Management LLC held 58,037 IVZ 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 58,037 shares
    Change vs previous 13F +1,767 shares

    0.01% of the 13F portfolio, value $1,531,605.

    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 56,270 shares
    Change vs previous 13F +10,278 shares

    0.01% of the 13F portfolio, value $1,366,839.

    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 45,992 shares
    Change vs previous 13F +12,721 shares

    0.01% of the 13F portfolio, value $1,208,210.

    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 33,271 shares
    Change vs previous 13F +5,616 shares

    <0.01% of the 13F portfolio, value $763,248.

    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 27,655 shares
    Change vs previous 13F -730,851 shares

    <0.01% of the 13F portfolio, value $436,130.

    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 758,506 shares
    Change vs previous 13F -105,950 shares

    0.1% of the 13F portfolio, value $11,506,566.

    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 864,456 shares
    Change vs previous 13F +258,277 shares

    0.13% of the 13F portfolio, value $15,110,665.

    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 606,179 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,644,527.

    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).