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Disclosery

AE Wealth Management LLC: NVBU position timeline

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

AE Wealth Management LLC held 1,430 NVBU 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 1,430 shares
    Change vs previous 13F -144,278 shares

    <0.01% of the 13F portfolio, value $44,115.

    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 145,708 shares
    Change vs previous 13F +494 shares

    0.02% of the 13F portfolio, value $4,102,989.

    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 145,214 shares
    Change vs previous 13F -1,069 shares

    0.02% of the 13F portfolio, value $4,203,803.

    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 146,283 shares
    Change vs previous 13F -170,497 shares

    0.03% of the 13F portfolio, value $4,141,491.

    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 316,780 shares
    Change vs previous 13F +316,668 shares

    0.06% of the 13F portfolio, value $8,418,456.

    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 112 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,778.

    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).