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Disclosery

AE Wealth Management LLC: SDVD position timeline

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

AE Wealth Management LLC held 17,380 SDVD 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 17,380 shares
    Change vs previous 13F +1,586 shares

    <0.01% of the 13F portfolio, value $401,310.

    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 15,794 shares
    Change vs previous 13F +1,752 shares

    <0.01% of the 13F portfolio, value $342,721.

    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 14,042 shares
    Change vs previous 13F -2,951 shares

    <0.01% of the 13F portfolio, value $301,342.

    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 16,993 shares
    Change vs previous 13F -4,045 shares

    <0.01% of the 13F portfolio, value $367,397.

    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 21,038 shares
    Change vs previous 13F -5,930 shares

    <0.01% of the 13F portfolio, value $431,497.

    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 26,968 shares
    Change vs previous 13F +2,273 shares

    <0.01% of the 13F portfolio, value $538,551.

    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 24,695 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $531,322.

    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).