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Disclosery

AE Wealth Management LLC: SVOL position timeline

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

AE Wealth Management LLC held 787,825 SVOL 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 787,825 shares
    Change vs previous 13F +87,902 shares

    0.06% of the 13F portfolio, value $12,636,708.

    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 699,923 shares
    Change vs previous 13F -64,484 shares

    0.06% of the 13F portfolio, value $10,736,816.

    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 764,407 shares
    Change vs previous 13F -200,836 shares

    0.08% of the 13F portfolio, value $13,422,985.

    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 965,243 shares
    Change vs previous 13F -806,227 shares

    0.11% of the 13F portfolio, value $17,374,390.

    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 1,771,470 shares
    Change vs previous 13F +386,654 shares

    0.24% of the 13F portfolio, value $32,577,346.

    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 1,384,816 shares
    Change vs previous 13F +534,805 shares

    0.21% of the 13F portfolio, value $25,175,965.

    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 850,011 shares
    Change vs previous 13F +629,543 shares

    0.15% of the 13F portfolio, value $17,671,731.

    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 220,468 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,841,468.

    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).