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Disclosery

AE Wealth Management LLC: QVOY position timeline

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

AE Wealth Management LLC held 11,166 QVOY 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 11,166 shares
    Change vs previous 13F -5,007 shares

    <0.01% of the 13F portfolio, value $345,428.

    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 16,173 shares
    Change vs previous 13F -6,657 shares

    <0.01% of the 13F portfolio, value $454,162.

    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 22,830 shares
    Change vs previous 13F -3,712 shares

    <0.01% of the 13F portfolio, value $614,133.

    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 26,542 shares
    Change vs previous 13F -14,131 shares

    <0.01% of the 13F portfolio, value $758,825.

    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 40,673 shares
    Change vs previous 13F -4,938 shares

    0.01% of the 13F portfolio, value $1,070,150.

    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 45,611 shares
    Change vs previous 13F -18,179 shares

    0.01% of the 13F portfolio, value $1,108,348.

    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 63,790 shares
    Change vs previous 13F +9,314 shares

    0.01% of the 13F portfolio, value $1,610,081.

    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 54,476 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,530,769.

    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).