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AE Wealth Management LLC: SPYV position timeline

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

AE Wealth Management LLC held 3,582,797 SPYV 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 3,582,797 shares
    Change vs previous 13F -3,614 shares

    1.02% of the 13F portfolio, value $217,798,251.

    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 3,586,411 shares
    Change vs previous 13F +87,233 shares

    1.1% of the 13F portfolio, value $202,919,090.

    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 3,499,178 shares
    Change vs previous 13F +381,186 shares

    1.14% of the 13F portfolio, value $198,788,185.

    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 3,117,992 shares
    Change vs previous 13F +509,151 shares

    1.1% of the 13F portfolio, value $172,518,702.

    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 2,608,841 shares
    Change vs previous 13F +480,559 shares

    1% of the 13F portfolio, value $136,546,668.

    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 2,128,282 shares
    Change vs previous 13F +76,253 shares

    0.91% of the 13F portfolio, value $108,691,272.

    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 2,052,029 shares
    Change vs previous 13F +87,245 shares

    0.89% of the 13F portfolio, value $104,940,856.

    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 1,964,784 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $103,858,538.

    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).