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Disclosery

AE Wealth Management LLC: MDYV position timeline

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

AE Wealth Management LLC held 1,051,996 MDYV 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 1,051,996 shares
    Change vs previous 13F +91,417 shares

    0.47% of the 13F portfolio, value $99,781,939.

    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 960,579 shares
    Change vs previous 13F +101,781 shares

    0.44% of the 13F portfolio, value $81,793,395.

    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 858,798 shares
    Change vs previous 13F +197,095 shares

    0.42% of the 13F portfolio, value $72,697,273.

    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 661,703 shares
    Change vs previous 13F +92,682 shares

    0.35% of the 13F portfolio, value $55,192,507.

    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 569,021 shares
    Change vs previous 13F +10,978 shares

    0.33% of the 13F portfolio, value $45,197,302.

    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 558,043 shares
    Change vs previous 13F +62,403 shares

    0.36% of the 13F portfolio, value $42,997,190.

    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 495,640 shares
    Change vs previous 13F +88,469 shares

    0.34% of the 13F portfolio, value $39,750,265.

    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 407,171 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $32,353,672.

    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).