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Disclosery

AE Wealth Management LLC: SLVP position timeline

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

AE Wealth Management LLC held 1,311 SLVP 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 1,311 shares
    Change vs previous 13F -1,335 shares

    <0.01% of the 13F portfolio, value $40,421.

    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 2,646 shares
    Change vs previous 13F -712 shares

    <0.01% of the 13F portfolio, value $93,821.

    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 3,358 shares
    Change vs previous 13F +1,037 shares

    <0.01% of the 13F portfolio, value $115,083.

    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 2,321 shares
    Change vs previous 13F +185 shares

    <0.01% of the 13F portfolio, value $63,537.

    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 2,136 shares
    Change vs previous 13F +542 shares

    <0.01% of the 13F portfolio, value $38,049.

    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 1,594 shares
    Change vs previous 13F -1,690 shares

    <0.01% of the 13F portfolio, value $23,900.

    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 3,284 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $37,902.

    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).