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Disclosery

AE Wealth Management LLC: RDIV position timeline

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

AE Wealth Management LLC held 23,502 RDIV 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 23,502 shares
    Change vs previous 13F +3,958 shares

    0.01% of the 13F portfolio, value $1,363,137.

    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 19,544 shares
    Change vs previous 13F -13,679 shares

    0.01% of the 13F portfolio, value $1,087,819.

    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 33,223 shares
    Change vs previous 13F -3,359 shares

    0.01% of the 13F portfolio, value $1,728,925.

    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 36,582 shares
    Change vs previous 13F -4,720 shares

    0.01% of the 13F portfolio, value $1,906,654.

    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 41,302 shares
    Change vs previous 13F -939 shares

    0.01% of the 13F portfolio, value $1,976,301.

    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 42,241 shares
    Change vs previous 13F +691 shares

    0.02% of the 13F portfolio, value $2,062,206.

    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 41,550 shares
    Change vs previous 13F +2,235 shares

    0.02% of the 13F portfolio, value $2,004,788.

    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 39,315 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,963,309.

    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).