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Disclosery

AE Wealth Management LLC: SRVR position timeline

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

AE Wealth Management LLC held 30,481 SRVR 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 30,481 shares
    Change vs previous 13F +11,908 shares

    <0.01% of the 13F portfolio, value $968,395.

    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 18,573 shares
    Change vs previous 13F +7,095 shares

    <0.01% of the 13F portfolio, value $579,846.

    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 11,478 shares
    Change vs previous 13F +8,106 shares

    <0.01% of the 13F portfolio, value $328,732.

    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 3,372 shares
    Change vs previous 13F +3,123 shares

    <0.01% of the 13F portfolio, value $106,828.

    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 249 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $8,049.

    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 228 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $6,692.

    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 214 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,416.

    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).