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Disclosery

AE Wealth Management LLC: SLV position timeline

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

AE Wealth Management LLC held 94,257 SLV 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 94,257 shares
    Change vs previous 13F +12,643 shares

    0.02% of the 13F portfolio, value $5,039,929.

    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 81,614 shares
    Change vs previous 13F +1,928 shares

    0.03% of the 13F portfolio, value $5,561,178.

    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 79,686 shares
    Change vs previous 13F +14,448 shares

    0.03% of the 13F portfolio, value $5,133,372.

    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 65,238 shares
    Change vs previous 13F +13,467 shares

    0.02% of the 13F portfolio, value $2,764,133.

    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 51,771 shares
    Change vs previous 13F -17,112 shares

    0.01% of the 13F portfolio, value $1,698,607.

    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 68,883 shares
    Change vs previous 13F -21,170 shares

    0.02% of the 13F portfolio, value $2,134,684.

    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 90,053 shares
    Change vs previous 13F -28,120 shares

    0.02% of the 13F portfolio, value $2,371,095.

    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 118,173 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,357,295.

    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).