Skip to content
Disclosery

AE Wealth Management LLC: KVUE position timeline

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

AE Wealth Management LLC held 123,372 KVUE 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 123,372 shares
    Change vs previous 13F +6,289 shares

    0.01% of the 13F portfolio, value $2,357,638.

    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 117,083 shares
    Change vs previous 13F +70,027 shares

    0.01% of the 13F portfolio, value $2,018,501.

    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 47,056 shares
    Change vs previous 13F +29,147 shares

    <0.01% of the 13F portfolio, value $811,713.

    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 17,909 shares
    Change vs previous 13F -5,519 shares

    <0.01% of the 13F portfolio, value $290,652.

    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 23,428 shares
    Change vs previous 13F +7,571 shares

    <0.01% of the 13F portfolio, value $490,345.

    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 15,857 shares
    Change vs previous 13F +2,397 shares

    <0.01% of the 13F portfolio, value $380,254.

    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 13,460 shares
    Change vs previous 13F -360 shares

    <0.01% of the 13F portfolio, value $287,378.

    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 13,820 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $319,659.

    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).