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Disclosery

AE Wealth Management LLC: SDIV position timeline

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

AE Wealth Management LLC held 242,569 SDIV 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 242,569 shares
    Change vs previous 13F +1,682 shares

    0.03% of the 13F portfolio, value $5,928,377.

    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 240,887 shares
    Change vs previous 13F +115,988 shares

    0.03% of the 13F portfolio, value $6,084,816.

    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 124,899 shares
    Change vs previous 13F +104,663 shares

    0.02% of the 13F portfolio, value $3,001,324.

    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 20,236 shares
    Change vs previous 13F +5,718 shares

    <0.01% of the 13F portfolio, value $485,269.

    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 14,518 shares
    Change vs previous 13F +2,722 shares

    <0.01% of the 13F portfolio, value $327,385.

    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 11,796 shares
    Change vs previous 13F +1,107 shares

    <0.01% of the 13F portfolio, value $247,352.

    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 10,689 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $220,398.

    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).