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Disclosery

AE Wealth Management LLC: TDIV position timeline

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

AE Wealth Management LLC held 30,785 TDIV 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 30,785 shares
    Change vs previous 13F -3,459 shares

    0.02% of the 13F portfolio, value $3,536,563.

    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 34,244 shares
    Change vs previous 13F -1,023 shares

    0.02% of the 13F portfolio, value $3,207,254.

    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 35,267 shares
    Change vs previous 13F -1,883 shares

    0.02% of the 13F portfolio, value $3,415,240.

    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 37,150 shares
    Change vs previous 13F -2,308 shares

    0.02% of the 13F portfolio, value $3,662,621.

    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 39,458 shares
    Change vs previous 13F -13,284 shares

    0.03% of the 13F portfolio, value $3,557,961.

    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 52,742 shares
    Change vs previous 13F -1,904 shares

    0.03% of the 13F portfolio, value $3,882,353.

    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 54,646 shares
    Change vs previous 13F -1,247 shares

    0.04% of the 13F portfolio, value $4,287,544.

    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 55,893 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,488,243.

    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).