Skip to content
Disclosery

AE Wealth Management LLC: SHV position timeline

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

AE Wealth Management LLC held 34,470 SHV 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 34,470 shares
    Change vs previous 13F -11,239 shares

    0.02% of the 13F portfolio, value $3,803,814.

    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 45,709 shares
    Change vs previous 13F +33,229 shares

    0.03% of the 13F portfolio, value $5,045,801.

    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 12,480 shares
    Change vs previous 13F -24,899 shares

    0.01% of the 13F portfolio, value $1,374,651.

    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 37,379 shares
    Change vs previous 13F -3,716 shares

    0.03% of the 13F portfolio, value $4,130,007.

    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 41,095 shares
    Change vs previous 13F +18,898 shares

    0.03% of the 13F portfolio, value $4,537,663.

    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 22,197 shares
    Change vs previous 13F -27,088 shares

    0.02% of the 13F portfolio, value $2,451,916.

    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 49,285 shares
    Change vs previous 13F +4,812 shares

    0.05% of the 13F portfolio, value $5,426,742.

    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 44,473 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,920,101.

    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).