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Disclosery

AE Wealth Management LLC: SOLV position timeline

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

AE Wealth Management LLC held 5,635 SOLV 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 5,635 shares
    Change vs previous 13F +1,187 shares

    <0.01% of the 13F portfolio, value $434,742.

    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 4,448 shares
    Change vs previous 13F -606 shares

    <0.01% of the 13F portfolio, value $290,455.

    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 5,054 shares
    Change vs previous 13F +881 shares

    <0.01% of the 13F portfolio, value $400,478.

    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 4,173 shares
    Change vs previous 13F -398 shares

    <0.01% of the 13F portfolio, value $304,629.

    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 4,571 shares
    Change vs previous 13F -787 shares

    <0.01% of the 13F portfolio, value $346,665.

    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 5,358 shares
    Change vs previous 13F -332 shares

    <0.01% of the 13F portfolio, value $407,422.

    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 5,690 shares
    Change vs previous 13F -623 shares

    <0.01% of the 13F portfolio, value $375,860.

    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 6,313 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $440,142.

    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).