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Disclosery

AE Wealth Management LLC: RDVI position timeline

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

AE Wealth Management LLC held 37,237 RDVI 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 37,237 shares
    Change vs previous 13F +4,130 shares

    0.01% of the 13F portfolio, value $1,094,761.

    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 33,107 shares
    Change vs previous 13F +953 shares

    <0.01% of the 13F portfolio, value $845,891.

    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 32,154 shares
    Change vs previous 13F +3,605 shares

    <0.01% of the 13F portfolio, value $843,732.

    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 28,549 shares
    Change vs previous 13F +8,696 shares

    <0.01% of the 13F portfolio, value $737,995.

    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 19,853 shares
    Change vs previous 13F +4,922 shares

    <0.01% of the 13F portfolio, value $490,579.

    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 14,931 shares
    Change vs previous 13F -2,051 shares

    <0.01% of the 13F portfolio, value $354,170.

    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 16,982 shares
    Change vs previous 13F +2,134 shares

    <0.01% of the 13F portfolio, value $411,649.

    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 14,848 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $365,850.

    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).