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AE Wealth Management LLC: SPLV position timeline

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

AE Wealth Management LLC held 30,156 SPLV 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 30,156 shares
    Change vs previous 13F -67,407 shares

    0.01% of the 13F portfolio, value $2,258,662.

    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 97,563 shares
    Change vs previous 13F +65,697 shares

    0.04% of the 13F portfolio, value $7,135,791.

    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 31,866 shares
    Change vs previous 13F +1,445 shares

    0.01% of the 13F portfolio, value $2,275,885.

    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 30,421 shares
    Change vs previous 13F +65 shares

    0.01% of the 13F portfolio, value $2,235,327.

    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 30,356 shares
    Change vs previous 13F -83,371 shares

    0.02% of the 13F portfolio, value $2,210,549.

    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 113,727 shares
    Change vs previous 13F +81,335 shares

    0.07% of the 13F portfolio, value $8,497,743.

    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 32,392 shares
    Change vs previous 13F +1,140 shares

    0.02% of the 13F portfolio, value $2,267,468.

    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 31,252 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,241,773.

    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).