AE Wealth Management LLC: ROIV position timeline

AE Wealth Management LLC held 0 ROIV shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -139,502 shares

   13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 139,502 shares

   Change vs previous 13F -1,222 shares

   0.01% of the 13F portfolio, value $1,572,187.

   13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 140,724 shares

   Change vs previous 13F -1,819 shares

   0.01% of the 13F portfolio, value $1,419,904.

   13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 142,543 shares

   Change vs previous 13F -2,715 shares

   0.01% of the 13F portfolio, value $1,686,284.

   13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 145,258 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $1,676,278.

   13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).