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Disclosery

AE Wealth Management LLC: SDVY position timeline

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

AE Wealth Management LLC held 39,348 SDVY 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 39,348 shares
    Change vs previous 13F +5,029 shares

    0.01% of the 13F portfolio, value $1,697,489.

    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 34,319 shares
    Change vs previous 13F +3,043 shares

    0.01% of the 13F portfolio, value $1,353,199.

    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 31,276 shares
    Change vs previous 13F +7,792 shares

    0.01% of the 13F portfolio, value $1,198,501.

    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 23,484 shares
    Change vs previous 13F +2,515 shares

    0.01% of the 13F portfolio, value $892,853.

    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 20,969 shares
    Change vs previous 13F -23,916 shares

    0.01% of the 13F portfolio, value $739,804.

    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 44,885 shares
    Change vs previous 13F -3,679 shares

    0.01% of the 13F portfolio, value $1,503,634.

    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 48,564 shares
    Change vs previous 13F +3,910 shares

    0.01% of the 13F portfolio, value $1,741,020.

    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 44,654 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,624,522.

    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).